W ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 38 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
W ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$204,823
-27.3%
4,788
-23.9%
0.17%
-24.0%
Q2 2023$281,764
+1.1%
6,295
+2.8%
0.22%
-3.9%
Q1 2023$278,826
+6.8%
6,1240.0%0.23%
+5.5%
Q4 2022$261,066
-2.2%
6,124
-6.5%
0.22%
-12.1%
Q3 2022$267,000
-78.0%
6,551
-74.4%
0.25%
-76.4%
Q2 2022$1,214,000
+11.1%
25,586
+26.1%
1.05%
+27.1%
Q1 2022$1,093,00020,2840.83%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 42,540$1,813,4800.41%
Glass Jacobson Investment Advisors llc 11,214$478,0440.24%
W ADVISORS, LLC 6,124$261,0660.22%
Keebeck Wealth Management, LLC 16,282$694,1020.12%
Aprio Wealth Management, LLC 7,829$333,7410.12%
My Legacy Advisors, LLC 5,113$239,8510.10%
LGT Financial Advisors LLC 1,655$70,5530.08%
Addison Advisors LLC 3,055$130,2350.08%
WEALTHSOURCE PARTNERS, LLC 25,990$1,107,9540.08%
Fortis Capital Advisors, LLC 2,550$108,7070.06%
View complete list of ISHARES TR shareholders