Cyndeo Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 101 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
Cyndeo Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$405,286
-28.2%
8,035
-29.9%
0.03%
-34.6%
Q4 2023$564,670
-78.6%
11,465
-80.4%
0.05%
-81.1%
Q3 2023$2,642,535
-0.1%
58,476
-0.4%
0.28%
-0.4%
Q2 2023$2,644,798
+18.2%
58,721
+7.9%
0.28%
+14.5%
Q1 2023$2,236,802
+6.5%
54,410
+9.6%
0.24%
-2.4%
Q4 2022$2,101,16449,6610.25%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
AIA Singapore Private Ltd 3,736,994$111,325,00043.61%
Somerset Capital Management LLP 378,717$11,286,0003.06%
Sequent Asset Management, LLC 55,873$1,665,0001.07%
Accuvest Global Advisors 106,530$3,175,0000.88%
Psagot Value Holdings Ltd. 692,581$20,639,0000.86%
RPG Investment Advisory, LLC 85,335$2,542,0000.79%
Berkeley Capital Partners, LLC 31,697$945,0000.67%
Curbstone Financial Management Corp 67,950$2,025,0000.65%
State of Tennessee, Department of Treasury 4,383,599$130,631,0000.63%
Meiji Yasuda Asset Management Co Ltd. 148,800$4,434,0000.52%
View complete list of ISHARES TR shareholders