ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blue Fin Capital, Inc. | 13,790 | $3,379,566 | 0.99% |
| Ballentine Partners, LLC | 170,091 | $41,682,532 | 0.98% |
| PRW Wealth Management LLC | 10,811 | $2,561,342 | 0.98% |
| Trellis Advisors, LLC | 8,678 | $2,126,631 | 0.97% |
| W ADVISORS, LLC | 4,765 | $1,167,772 | 0.96% |
| Red Spruce Capital, LLC | 6,385 | $1,564,708 | 0.89% |
| JFS WEALTH ADVISORS, LLC | 38,267 | $9,377,717 | 0.88% |
| COLONY GROUP LLC | 239,721 | $58,746 | 0.88% |
| LWM Advisory Services, LLC | 3,027 | $741,833 | 0.80% |
| Ascent Wealth Partners, LLC | 17,345 | $4,250,566 | 0.78% |
| Sterling Financial Group, Inc. | 5,000 | $1,225,300 | 0.77% |
| Winthrop Advisory Group LLC | 18,534 | $4,560,596 | 0.75% |
| Grey Street Capital, LLC | 5,261 | $1,294,530 | 0.74% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 13,276 | $3,253,417 | 0.73% |
| Geller Advisors LLC | 24,095 | $5,929,021 | 0.69% |
| STEPHENS INC /AR/ | 145,717 | $35,709,299 | 0.68% |
| Independence Bank of Kentucky | 6,608 | $1,619,356 | 0.68% |
| Martin Capital Advisors, LLP | 2,810 | $688,619 | 0.67% |
| Gilbert & Cook, Inc. | 16,697 | $4,091,767 | 0.64% |
| Lowe Wealth Advisors, LLC | 4,866 | $1,192,462 | 0.63% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.