Aspect Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 155 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Aspect Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$19,243
-0.1%
7600.0%0.01%
-26.7%
Q1 2024$19,266
-0.6%
7600.0%0.02%
+25.0%
Q4 2023$19,3887600.01%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Prism Advisors, Inc. 23,850$615,0000.40%
Lee Financial Co 38,500$993,0000.33%
Peloton Wealth Strategists 8,000$206,0000.17%
FinTrust Capital Advisors, LLC 6,366$164,0000.08%
CONFLUENCE INVESTMENT MANAGEMENT LLC 146,062$3,768,0000.07%
Beacon Pointe Advisors, LLC 14,558$376,0000.06%
CAPITAL ONE FINANCIAL CORP 12,998$335,0000.05%
CENTRAL TRUST Co 32,950$850,0000.05%
Asset Dedication, LLC 5,777$147,0000.04%
Forvis Mazars Wealth Advisors, LLC 8,000$206,0000.02%
View complete list of ISHARES TR shareholders