ISHARES TR shareholders Q2 2023

ISHARES TR's ticker is LQD and the CUSIP is 464287242. A total of 999 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.71 and the average weighting 1.2%.

ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Topel & Distasi Wealth Management, LLC 69,009$7,462,6333.75%
Center For Asset Management LLC 34,764$3,759,3753.55%
Asset Allocation & Management Company, LLC 82,000$8,8673.52%
First National Bank of South Miami 40,385$4,367,2333.51%
Mechanics Bank Trust Department 202,718$21,921,9243.50%
Destiny Wealth Partners, LLC 166,580$17,985,6433.44%
SOROS CAPITAL MANAGEMENT LLC 54,000$5,839,5603.19%
Pacific Wealth Management 42,682$4,615,6253.00%
BARINGS LLC 799,592$86,467,8782.92%
Financial Engines Advisors L.L.C. 10,488,495$1,134,225,8342.88%
WATERSHED PRIVATE WEALTH LLC 42,711$4,618,7592.80%
Alley Investment Management Company, LLC 160,079$17,310,9332.79%
Elo Mutual Pension Insurance Co 860,000$93,0002.74%
Family Capital Management, Inc. 40,413$4,370,2862.72%
Townsend & Associates, Inc 98,329$10,587,0982.72%
Chesapeake Wealth Management 60,275$6,518,1372.57%
Shelter Mutual Insurance Co 95,196$10,299,2552.50%
Polaris Wealth Advisory Group, LLC 303,470$32,817,1992.49%
Crabel Capital Management, LLC 55,752$6,0292.49%
PRUDENTIAL FINANCIAL INC 15,759,935$1,704,279,3252.48%
About ISHARES TR

iShares TR is a popular exchange-traded fund (ETF) that tracks the performance of the S&P 500 index. The fund is managed by BlackRock, one of the largest asset management companies in the world. The ETF is designed to provide investors with exposure to the largest and most liquid companies in the US stock market.

One of the key benefits of investing in iShares TR is its low expense ratio. The fund charges an annual fee of just 0.03%, making it one of the cheapest ETFs available to investors. This low cost structure allows investors to keep more of their returns and can have a significant impact on long-term investment performance.

Another advantage of iShares TR is its diversification. The fund holds over 500 stocks, providing investors with exposure to a wide range of industries and sectors. This diversification can help to reduce risk and volatility in a portfolio.

Investors should be aware that iShares TR is not a guaranteed investment and its value can fluctuate. It is important to do your own research and consider your investment goals and risk tolerance before investing in any ETF.

Overall, iShares TR is a solid choice for investors looking for exposure to the US stock market. Its low expense ratio and diversification make it an attractive option for long-term investors.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

External links

This page lists ISHARES TR's shareholders in Q2 2023. To view ISHARES TR's shareholder history, click here.