OGOREK ANTHONY JOSEPH /NY/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 280 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$86
+1.2%
3,641
+1.1%
0.03%0.0%
Q1 2024$85
+41.7%
3,602
+42.0%
0.03%
+36.4%
Q4 2023$60
+11.1%
2,537
+8.5%
0.02%
+4.8%
Q3 2023$540.0%2,3380.0%0.02%0.0%
Q2 2023$542,3380.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
CAPITAL ADVISORS INC/OK 1,751,759$41,359,0002.49%
TLWM 144,394$3,414,0002.13%
BENJAMIN F. EDWARDS & COMPANY, INC. 218,858$5,167,0000.51%
Lenox Wealth Management, Inc. 57,562$1,359,0000.44%
Lee Financial Co 75,407$1,780,0000.42%
Exchange Capital Management, Inc. 30,055$710,0000.21%
One Capital Management, LLC 25,660$645,0000.12%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 513,219$12,117,0000.09%
STIFEL FINANCIAL CORP 704,547$16,734,0000.05%
CONFLUENCE INVESTMENT MANAGEMENT LLC 107,699$2,543,0000.04%
View complete list of ISHARES TR shareholders