WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 199 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$522,539
+5.5%
4,584
+12.2%
0.00%0.0%
Q1 2024$495,095
+4.5%
4,085
+0.0%
0.00%0.0%
Q4 2023$473,897
+13.4%
4,084
-2.2%
0.00%0.0%
Q3 2023$417,7884,1740.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
MONROE BANK & TRUST/MI 101,586$9,423,0003.04%
MD Financial Management Inc. 703,894$65,293,0002.98%
Efficient Advisors, LLC 177,283$16,445,0002.88%
One Capital Management, LLC 162,175$15,043,0002.68%
Harborview Advisors, LLC 28,526$2,646,0002.29%
Schoolcraft Capital LLC 36,089$3,347,6262.16%
Parkside Advisors LLC 36,820$3,415,0001.94%
WESCAP Management Group, Inc. 45,513$4,221,0001.80%
TAP Consulting, LLC 25,221$2,339,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 44,145$4,095,0001.73%
View complete list of ISHARES TR shareholders