Fusion Family Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.05 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fusion Family Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$459,958
+0.1%
16,623
+1.4%
0.05%
-2.1%
Q1 2024$459,66016,3930.05%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Independence Wealth Advisors, Inc. 316,382$10,324,00010.46%
MONETA GROUP INVESTMENT ADVISORS LLC 2,990,228$97,571,0009.98%
Horan Securities, Inc. 272,204$8,534,0008.32%
Camarda Financial Advisors, LLC 166,972$5,448,0006.18%
BIEGEL & WALLER LLC 325,594$10,624,0006.13%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$29,302,0003.77%
WESPAC Advisors SoCal, LLC 207,660$6,775,0003.40%
ACCURATE INVESTMENT SOLUTIONS, INC. 119,222$3,890,0002.69%
Murphy, Middleton, Hinkle & Parker, Inc. 115,585$3,772,0002.66%
Wealth Advisors of Tampa Bay, LLC 108,067$3,525,0002.47%
View complete list of ISHARES TR shareholders