CARY STREET PARTNERS ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 314 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CARY STREET PARTNERS ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$661,236
+12.3%
27,865
+12.6%
0.10%
+6.6%
Q1 2024$588,741
-11.7%
24,737
-11.2%
0.09%
-20.2%
Q4 2023$666,379
-2.6%
27,847
-5.8%
0.11%
-10.9%
Q3 2023$683,94929,5570.13%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 6,879,588$164,216,0004.27%
4Thought Financial Group Inc. 154,844$3,696,0003.47%
PFG Private Wealth Management, LLC 204,454$4,880,0002.74%
Signature Wealth Management Group 199,724$4,767,0002.32%
Legacy CG, LLC 135,828$3,242,0002.23%
SIGMA INVESTMENT COUNSELORS INC 1,063,292$25,381,0002.07%
Peloton Wealth Strategists 171,700$4,098,0002.00%
Camelot Portfolios, LLC 135,150$3,226,0001.94%
Matthew Goff Investment Advisor, LLC 295,319$7,049,0001.90%
Sound View Wealth Advisors Group, LLC 378,553$9,036,0001.89%
View complete list of ISHARES TR shareholders