WFA of San Diego, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,279
+45.8%
509
+49.3%
0.02%
+53.3%
Q2 2023$15,2783410.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
BENJAMIN F. EDWARDS & COMPANY, INC. 1,029,481$45,0601.73%
BENJAMIN EDWARDS INC 94,235$4,1250.98%
Alaska Permanent Fund Corp 550,000$24,073,5000.45%
CONFLUENCE INVESTMENT MANAGEMENT LLC 492,557$21,559,2200.33%
Visionary Wealth Advisors 34,353$1,503,6500.12%
NOTTINGHAM ADVISORS, INC. 28,384$736,6050.11%
STIFEL FINANCIAL CORP 1,590,545$69,618,1890.10%
SHEETS SMITH WEALTH MANAGEMENT 13,911$608,8840.09%
Bank Julius Baer & Co. Ltd, Zurich 324,056$14,1840.08%
Zuckerman Investment Group, LLC 9,103$398,4380.06%
View complete list of ISHARES TR shareholders