SPINNAKER TRUST - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 279 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SPINNAKER TRUST ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,501,760
+14.3%
141,371
+14.9%
0.22%
+13.1%
Q1 2024$3,064,635
+32.4%
123,053
+33.3%
0.20%
+26.1%
Q4 2023$2,315,456
+279.8%
92,286
+263.8%
0.16%
+241.3%
Q3 2023$609,59325,3680.05%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Gratus Wealth Advisors, LLC 1,077,750$26,857,5194.63%
PFG Private Wealth Management, LLC 273,371$6,771,4054.11%
MONUMENTAL FINANCIAL GROUP INC. 376,543$9,326,9704.07%
Paradigm, Strategies in Wealth Management, LLC 238,070$5,896,9933.62%
Gateway Advisory, LLC 830,142$20,562,6403.49%
Michael S. Ryan, Inc. 185,553$4,596,1483.48%
Windsor Capital Management, LLC 421,715$10,445,8773.23%
WOODMONT INVESTMENT COUNSEL LLC 1,368,881$33,907,1892.77%
Houlihan Financial Resource Group, Ltd. 163,209$4,0432.76%
Kathmere Capital Management, LLC 1,047,679$25,951,0092.75%
View complete list of ISHARES TR shareholders