ISHARES TR shareholders Q3 2023

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 811 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 6.64 and the average weighting 0.3%.

ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Montecito Bank & Trust 16,077$3,603,6600.84%
COURIER CAPITAL LLC 44,900$10,064,3690.83%
Navis Wealth Advisors, LLC 2,535$568,2200.82%
Renasant Bank 4,178$936,4980.79%
jvl associates llc 6,750$1,513,0130.78%
Avidian Wealth Solutions, LLC 48,286$10,823,2400.76%
Legacy Bridge, LLC 4,688$1,050,8160.75%
AFT, FORSYTH & COMPANY, INC. 4,406$987,6540.72%
Venturi Wealth Management, LLC 40,902$9,168,2240.72%
SIMON QUICK ADVISORS, LLC 32,566$7,299,5580.69%
Whitegate Investment Counselors, Inc. 8,880$1,990,6630.67%
Cornerstone Wealth Advisors, Inc. 8,343$1,870,1460.66%
Parkside Financial Bank & Trust 12,277$2,751,7940.64%
Triumph Capital Management 6,136$1,378,2870.63%
CLEAR INVESTMENT RESEARCH, LLC 1,592$356,9130.62%
Rodgers & Associates, LTD 18,268$4,094,6940.62%
Jackson, Grant Investment Advisers, Inc. 5,670$1,270,8500.61%
HARBOR INVESTMENT ADVISORY, LLC 20,550$4,606,3290.60%
MARSHALL FINANCIAL GROUP INC /ADV 6,458$1,447,4670.59%
KENNICOTT CAPITAL MANAGEMENT LLC 4,506$1,009,9620.58%
External links

This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.