Wedmont Private Capital - ISHARES TR ownership

ISHARES TR's ticker is ISHG and the CUSIP is 464288125. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Wedmont Private Capital ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$426,601
-5.4%
6,3060.0%0.04%
-12.2%
Q2 2023$451,068
+4.0%
6,306
+2.1%
0.05%
-14.0%
Q1 2023$433,740
+0.2%
6,176
-0.9%
0.06%
-12.3%
Q4 2022$432,882
+2.8%
6,233
-4.9%
0.06%
-23.5%
Q3 2022$421,0006,5570.08%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Morningstar Investment Services LLC 146,604$14,015,0001.22%
Regal Investment Advisors LLC 20,373$1,940,0001.13%
FCA CORP /TX 19,602$1,867,0001.11%
KANALY TRUST CO 39,565$3,768,0001.08%
Courage Miller Partners, LLC 4,454$424,0000.35%
Twele Capital Management, Inc. 5,700$543,0000.18%
BUCKINGHAM STRATEGIC WEALTH, LLC 3,500$333,0000.18%
SALEM INVESTMENT COUNSELORS INC 11,700$1,114,0000.16%
Laird Norton Wetherby Wealth Management, LLC 3,603$343,0000.11%
Commonwealth Equity Services, Inc 25,723$2,450,0000.04%
View complete list of ISHARES TR shareholders