Annex Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 176 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2013$262,000
-4.0%
3,180
-9.3%
0.10%
-20.5%
Q3 2013$273,000
+12.8%
3,505
+3.7%
0.13%
-5.2%
Q2 2013$242,0003,3800.13%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 38,843$3,333,1413.07%
Audent Global Asset Management, LLC 11,223$963,0801.35%
Riggs Asset Managment Co. Inc. 22,812$1,957,5000.76%
Independent Family Office, LLC 14,308$1,227,7710.71%
Wealth Management Partners, LLC 11,075$950,3470.66%
VIAWEALTH, LLC 9,548$819,3940.65%
Endowment Wealth Management, Inc. 6,992$595,0010.60%
MARTIN & CO INC /TN/ 24,871$2,134,1830.55%
Teamwork Financial Advisors, LLC 31,232$2,680,0620.50%
SAXON INTERESTS, INC. 8,724$748,5640.42%
View complete list of ISHARES TR shareholders