Tortoise Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is and the CUSIP is 46436E338. A total of 33 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,043,515
+23.4%
382,261
+43.1%
1.64%
+23.8%
Q2 2023$8,949,023
+75.6%
267,135
+81.2%
1.33%
+63.7%
Q1 2023$5,095,319
+75.7%
147,434
+64.9%
0.81%
+59.8%
Q4 2022$2,899,43789,4060.51%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
WealthShield Partners, LLC 581,821$16,808,8092.53%
Elmwood Wealth Management, Inc. 177,697$5,133,6662.48%
NCM Capital Management, LLC 94,173$2,720,6591.94%
Seven Springs Wealth Group, LLC 130,414$3,767,6601.81%
Tortoise Investment Management, LLC 382,261$11,043,5151.64%
Atomi Financial Group, Inc. 45,526$1,315,2460.44%
Triumph Capital Management 16,303$470,9940.21%
Core Wealth Advisors, Inc. 6,095$176,0850.07%
Moloney Securities Asset Management, LLC 8,029$231,9580.04%
OLD MISSION CAPITAL LLC 62,493$1,805,4230.04%
View complete list of ISHARES TR shareholders