WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 255 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,882
+33.5%
82
+1.2%
0.01%
+16.7%
Q3 2023$5,905
-3.7%
810.0%0.01%0.0%
Q2 2023$6,133
+20.0%
81
+1.2%
0.01%
+50.0%
Q4 2022$5,112
+2.2%
80
+1.3%
0.00%0.0%
Q2 2022$5,000790.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Crumly & Associates Inc. 92,396$4,984,0005.16%
Fluent Financial, LLC 122,766$6,622,0004.06%
Systelligence, LLC 129,455$6,983,0002.56%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 45,972$2,480,0001.63%
180 WEALTH ADVISORS, LLC 59,209$3,252,0001.30%
Connecticut Wealth Management, LLC 195,562$10,549,0001.16%
BigSur Wealth Management LLC 36,600$1,974,0001.12%
Capital Advisors, Ltd. LLC 50,910$2,746,0000.70%
Carroll Financial Associates, Inc. 140,577$7,582,0000.60%
HOWARD WEALTH MANAGEMENT, LLC 11,643$628,0000.52%
View complete list of ISHARES TR shareholders