SWEENEY & MICHEL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 67 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
SWEENEY & MICHEL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$411,139
-30.1%
18,570
-21.9%
0.21%
-32.5%
Q1 2023$588,59223,7820.31%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders