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 ↓ |
|---|---|---|---|
| Dempze Nancy E | 2,102 | $515,116 | 0.46% |
| COZAD ASSET MANAGEMENT INC | 14,559 | $3,567,829 | 0.46% |
| Vertex Planning Partners, LLC | 5,460 | $1,338,125 | 0.46% |
| Sightline Wealth Advisors, LLC | 2,002 | $490,729 | 0.46% |
| TIEDEMANN ADVISORS, LLC | 43,067 | $10,597,312 | 0.45% |
| CITY HOLDING CO | 10,345 | $2,535,043 | 0.45% |
| SONATA CAPITAL GROUP INC | 3,375 | $827 | 0.44% |
| BTC Capital Management, Inc. | 15,605 | $3,824,161 | 0.44% |
| Allen Mooney & Barnes Investment Advisors LLC | 8,334 | $2,042,330 | 0.44% |
| IMA Wealth, Inc. | 6,799 | $1,666,163 | 0.43% |
| Ironwood Wealth Management, LLC. | 4,259 | $1,043,711 | 0.43% |
| FORVIS Wealth Advisors, LLC | 56,957 | $13,957,790 | 0.42% |
| Fund Evaluation Group, LLC | 19,174 | $4,699 | 0.42% |
| IEQ CAPITAL, LLC | 83,278 | $20,407,963 | 0.42% |
| 9258 Wealth Management, LLC | 8,703 | $2,132,757 | 0.42% |
| Wealth Management Partners, LLC | 2,714 | $665,093 | 0.42% |
| Institute for Wealth Management, LLC. | 9,363 | $2,294,497 | 0.41% |
| ANDERSON HOAGLAND & CO | 12,600 | $3,087,756 | 0.41% |
| VERITY Wealth Advisors | 1,768 | $433,266 | 0.41% |
| Lutz Financial Services LLC | 15,253 | $3,737,900 | 0.41% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.