WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is HYBB and the CUSIP is 46435U473. A total of 46 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$205,020
+820.2%
4,455
+775.2%
0.18%
+695.7%
Q3 2023$22,279
+45.8%
509
+49.3%
0.02%
+53.3%
Q2 2023$15,2783410.02%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
BENJAMIN F. EDWARDS & COMPANY, INC. 1,029,481$45,0601.73%
BENJAMIN EDWARDS INC 94,235$4,1250.98%
SWMG, LLC 20,268$887,1300.47%
Alaska Permanent Fund Corp 550,000$24,073,5000.45%
Arrowroot Family Office, LLC 10,440$456,9640.36%
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%
View complete list of ISHARES TR shareholders