Highland Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 113 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Highland Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$218,0002,7230.15%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
FOSTER DYKEMA CABOT & CO INC/MA 16,185$944,0000.15%
LFA - Lugano Financial Advisors SA 2,490$145,0000.10%
RPg Family Wealth Advisory, LLC 1,319$76,895,0000.06%
NORTH AMERICAN MANAGEMENT CORP 5,658$330,0000.05%
CWM, LLC 29,461$1,718,0000.04%
Brinker Capital Investments, LLC 22,970$1,339,0000.04%
Patten Group, Inc. 1,855$108,0000.04%
Pacific Center for Financial Services 902$53,0000.03%
Avestar Capital, LLC 500$29,0000.02%
Global Retirement Partners, LLC 625$36,0000.01%
View complete list of ISHARES TR shareholders