Venturi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 106 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,209
-99.2%
102
-99.3%
0.00%
-100.0%
Q4 2017$533,000
+4.7%
15,0000.0%0.10%
-5.6%
Q3 2017$509,00015,0000.11%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 255,573$4,191,0004.45%
Morningstar Investment Management LLC 1,913,632$31,384,0003.91%
Verger Capital Management LLC 155,950$2,557,0002.29%
Parcion Private Wealth LLC 673,890$10,850,0001.66%
Affiance Financial, LLC 139,853$2,294,0001.32%
Money Design Co.,Ltd. 628,318$10,304,0001.24%
SWS Partners 148,413$2,434,0001.22%
Van Cleef Asset Management,Inc 347,825$5,704,0001.07%
Versant Capital Management, Inc 118,563$1,944,0000.87%
FUKOKU MUTUAL LIFE INSURANCE Co 444,000$7,282,0000.77%
View complete list of ISHARES TR shareholders