WFA Asset Management Corp - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 262 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WFA Asset Management Corp ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$206,770
+8.7%
2,141
+0.7%
0.12%
+18.2%
Q1 2024$190,138
+704.3%
2,127
+623.5%
0.10%
+661.5%
Q4 2023$23,6402940.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 904,790$87,380,5999.72%
WADDELL & ASSOCIATES, LLC 667,847$64,500,6758.49%
Tower Wealth Partners, Inc. 122,982$11,877,6027.33%
Flagship Private Wealth, LLC 122,310$11,812,6966.99%
Kaye Capital Management 165,885$16,021,1646.75%
Asset Allocation Strategies LLC 168,274$16,252,5175.46%
BRASS TAX WEALTH MANAGEMENT, INC 157,002$15,163,3065.43%
Drake & Associates, LLC 157,002$15,163,3065.43%
Bluesphere Advisors, LLC 82,444$7,962,4424.06%
Per Stirling Capital Management, LLC. 183,078$17,681,6722.85%
View complete list of ISHARES TR shareholders