Wells Financial Advisors INC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 118 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$87,600
-2.4%
4,0000.0%0.07%0.0%
Q2 2023$89,800
-1.9%
4,0000.0%0.07%
-6.8%
Q1 2023$91,520
+3.2%
4,0000.0%0.07%0.0%
Q4 2022$88,6804,0000.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 196,651$5,406,0004.14%
Signature Wealth Management Group 50,207$1,380,0000.87%
CGN Advisors LLC 27,869$766,0000.31%
Sandy Spring Bank 85,875$2,361,0000.14%
BENJAMIN EDWARDS INC 6,696$184,0000.14%
CONFLUENCE INVESTMENT MANAGEMENT LLC 323,253$8,886,0000.13%
NAVELLIER & ASSOCIATES INC 24,300$668,0000.12%
Capital Investment Advisors, LLC 103,204$2,837,0000.12%
ARROW FINANCIAL CORP 18,418$506,0000.10%
MCF Advisors LLC 17,675$486,0000.06%
View complete list of ISHARES TR shareholders