ISHARES TR's ticker is and the CUSIP is 46436E296.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,715 | – | 123,460 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Krilogy Financial LLC | 1,634,080 | $35,933,426 | 3.29% |
Hartford Financial Management Inc. | 284,756 | $6,261,791 | 1.60% |
Seneca House Advisors | 70,714 | $1,547,222 | 0.80% |
COUNTRY CLUB BANK /GFN | 88,798 | $1,951,779 | 0.16% |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 449,184 | $9,877,547 | 0.15% |
HEADINVEST, LLC | 23,720 | $515,545 | 0.11% |
Atlantic Private Wealth, LLC | 3,796 | $83,474 | 0.08% |
PARK AVENUE SECURITIES LLC | 123,460 | $2,715 | 0.04% |
Parkside Financial Bank & Trust | 4,518 | $99,351 | 0.02% |
FinTrust Capital Advisors, LLC | 3,803 | $83,628 | 0.02% |