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. 1,859,961$82,5823.71%
BENJAMIN EDWARDS INC 143,431$6,3681.67%
NOTTINGHAM ADVISORS, INC. 231,622$10,284,0271.39%
SWMG, LLC 39,070$1,734,7081.05%
Visionary Wealth Advisors 187,685$8,3330.77%
CONFLUENCE INVESTMENT MANAGEMENT LLC 917,213$40,7240.61%
Columbus Macro, LLC 24,328$1,080,1630.42%
Community Bank, N.A. 65,115$2,891,1060.40%
Alaska Permanent Fund Corp 550,000$24,4200.40%
STIFEL FINANCIAL CORP 2,792,667$123,994,4270.19%
View complete list of ISHARES TR shareholders