CORDA Investment Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CORDA Investment Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$20,068,837
+5.2%
854,721
+6.8%
1.57%
+3.1%
Q1 2023$19,068,386
+14.7%
800,520
+12.6%
1.52%
+12.6%
Q4 2022$16,617,472711,0601.35%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 299,998$7,0114.35%
Aptus Capital Advisors, LLC 5,289,617$123,618,3493.80%
4Thought Financial Group Inc. 151,803$3,548,0003.20%
Foundation Wealth Management, LLC 129,665$3,030,3283.08%
Signature Wealth Management Group 232,858$5,441,9022.66%
Robbins Farley 145,333$3,396,4322.63%
RVW Wealth, LLC 748,215$17,485,7852.23%
Peloton Wealth Strategists 197,900$4,6252.23%
Gateway Advisory, LLC 355,299$8,3032.13%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,263,966$52,908,8762.01%
View complete list of ISHARES TR shareholders