WMG Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILF and the CUSIP is 464287390. A total of 170 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
WMG Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,072,523
+103.1%
41,961
+115.9%
0.91%
+134.2%
Q2 2023$527,97019,4320.39%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Water Oak Advisors LLC 620,335$22,878,00019.74%
Simply Money Advisors 464,063$17,115,0002.61%
Merriman Wealth Management, LLC 38,178$1,358,0001.76%
Foothills Asset Management, Ltd. 54,080$1,994,0001.62%
SignalPoint Asset Management, LLC 62,679$2,312,0001.12%
Baker Avenue Asset Management, LP 168,920$6,230,0000.87%
GW HENSSLER & ASSOCIATES LTD 142,280$5,247,0000.64%
Gemmer Asset Management LLC 23,418$864,0000.61%
Rafferty Asset Management, LLC 129,266$4,767,0000.51%
Liberty Capital Management, Inc. 18,355$677,0000.49%
View complete list of ISHARES TR shareholders