WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 166 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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$600,205
+9.8%
28,232
+10.5%
0.00%0.0%
Q1 2024$546,829
+7.9%
25,553
+9.1%
0.00%0.0%
Q4 2023$506,880
+39.3%
23,423
+31.1%
0.00%0.0%
Q3 2023$363,99317,8600.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 296,134$6,278,0483.70%
Gateway Advisory, LLC 807,316$17,115,0993.63%
4Thought Financial Group Inc. 167,395$3,548,7862.83%
Platte River Wealth Advisors, LLC 326,432$6,920,3582.42%
Keeler Thomas Management LLC 253,955$5,389,2302.18%
Signature Wealth Management Group 191,873$4,067,7041.89%
Guidance Point Advisors, LLC 185,874$3,940,5561.51%
Evergreen Wealth Solutions, LLC 56,297$1,193,5071.20%
SIGMA INVESTMENT COUNSELORS INC 721,711$15,300,2751.12%
Peloton Wealth Strategists 103,700$2,1980.97%
View complete list of ISHARES TR shareholders