SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 38 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$223,000
-19.8%
3,392
-23.2%
0.01%
-28.6%
Q1 2021$278,000
+16.8%
4,418
+11.1%
0.01%
+7.7%
Q4 2020$238,0003,9780.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 45,541$2,073,4820.48%
W ADVISORS, LLC 6,124$278,8260.23%
Aprio Wealth Management, LLC 14,991$682,5300.21%
Keebeck Wealth Management, LLC 17,735$807,4750.13%
My Legacy Advisors, LLC 6,643$302,2570.13%
Addison Advisors LLC 3,645$165,9570.09%
WEALTHSOURCE PARTNERS, LLC 28,099$1,279,3470.09%
TCWP LLC 7,860$357,8570.07%
Fortis Capital Advisors, LLC 2,550$116,1020.06%
Goodwin Investment Advisory 2,068$94,1560.06%
View complete list of ISHARES TR shareholders