Fairhaven Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 358 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
Fairhaven Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$780,927
+9.4%
31,413
+9.2%
0.26%
+5.7%
Q1 2024$713,85828,7730.24%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Keeler Thomas Management LLC 567,856$14,255,9725.76%
PFG Private Wealth Management, LLC 351,129$8,560,5365.05%
Houlihan Financial Resource Group, Ltd. 5,109,391$125,0793.89%
Signature Wealth Management Group 336,077$8,193,5453.82%
Gateway Advisory, LLC 687,357$16,757,7693.55%
Windsor Capital Management, LLC 426,506$10,398,2223.44%
Summit Asset Management, LLC 531,025$12,946,3903.41%
Foundation Wealth Management, LLC 114,907$2,801,4692.73%
Syntegra Private Wealth Group, LLC 727,248$17,730,3042.71%
Peloton Wealth Strategists 245,260$5,9792.64%
View complete list of ISHARES TR shareholders