MA Private Wealth - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 223 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$310,292
-2.8%
11,3080.0%0.06%
-6.2%
Q1 2024$319,225
+53.8%
11,308
+44.5%
0.06%
+47.7%
Q4 2023$207,5207,8280.04%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Farrow Financial Inc. 265,287$7,489,0535.25%
Armbruster Capital Management, Inc. 705,664$19,920,8934.24%
IRONWOOD WEALTH MANAGEMENT, INC. 286,561$8,038,0374.21%
Ackerman Capital Advisors, LLC 429,206$12,116,4853.35%
CoreFirst Bank & Trust 166,598$4,703,0622.94%
Tacita Capital Inc 121,204$3,421,5892.37%
Kathmere Capital Management, LLC 685,983$19,365,3122.21%
Prosperity Planning, Inc. 218,503$6,168,3322.14%
Clayton Partners LLC 89,002$2,512,5262.13%
ShoreHaven Wealth Partners, LLC 134,340$3,792,4182.09%
View complete list of ISHARES TR shareholders