Vivaldi Capital Management LP - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 238 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$306,559
+0.3%
5,211
-1.3%
0.09%
-2.2%
Q1 2024$305,5445,2780.09%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Edelman Financial Services, LLC 41,249,422$1,494,467,00014.20%
REDW Wealth LLC 283,803$10,281,0007.37%
New England Private Wealth Advisors LLC 329,881$11,955,0003.37%
Donoghue Forlines LLC 571,615$20,708,0001.71%
Horizon Investments, LLC 717,944$26,011,0001.13%
Ruggie Capital Group 58,109$2,105,0001.06%
Mathes Company, Inc. 34,825$1,262,0000.60%
FOUNDERS FINANCIAL SECURITIES LLC 50,901$1,844,0000.57%
BAROMETER CAPITAL MANAGEMENT INC. 168,200$6,093,0000.51%
Mirae Asset Global Investments Co., Ltd. 1,028,400$37,256,0000.51%
View complete list of ISHARES TR shareholders