Vivaldi Capital Management LP - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,594 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.76 and the average weighting 0.9%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$207,792
-0.4%
2,245
-13.4%
0.06%
-6.3%
Q4 2023$208,7122,5920.06%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
FundX Investment Group, LLC 408,970$46,602,00014.38%
EisnerAmper Wealth Management Corporate Benefits, LLC 149,999$17,092,00012.93%
TIEDEMANN TRUST CO 1,082,384$123,336,00011.31%
Simply Money Advisors 685,445$78,106,00011.31%
Valmark Advisers, Inc. 4,072,134$464,020,00010.61%
LVZ, Inc. 157,133$17,905,00010.41%
AFFINITY WEALTH MANAGEMENT LLC 153,940$17,542,00010.32%
FIRST HAWAIIAN BANK 532,599$60,690,0009.80%
Live Your Vision, LLC 173,182$19,734,0009.37%
CWH Capital Management, Inc. 131,383$14,971,0009.14%
View complete list of ISHARES TR shareholders