PRIMORIS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 366 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
PRIMORIS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,745,870
-7.8%
31,299
-14.7%
1.39%
-7.9%
Q1 2024$1,892,750
+38.1%
36,688
+30.6%
1.51%
+17.0%
Q4 2023$1,370,924
-65.3%
28,087
-68.5%
1.29%
-72.9%
Q3 2023$3,947,385
+2.4%
89,267
+1.2%
4.77%
+12.9%
Q2 2023$3,853,91788,1904.22%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Maple-Brown Abbott Ltd 699,151$22,362,00010.00%
Ninety One North America, Inc. 515,586$16,491,0005.12%
Somerset Capital Management LLP 419,491$13,417,0004.68%
BPV Resources, LLC 11,482$367,0004.48%
Horizon Investments, LLC 1,097,551$35,111,0003.33%
Windhaven Investment Management, Inc. 9,621,343$307,739,0002.02%
FOUNDERS FINANCIAL SECURITIES LLC 116,357$3,722,0001.92%
CUMBERLAND ADVISORS INC 107,230$3,430,0001.78%
MARTIN CURRIE LTD 575,600$18,411,0001.65%
Shamrock Asset Management LLC 123,198$3,940,0001.57%
View complete list of ISHARES TR shareholders