ISHARES TR shareholders Q3 2023

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,848,0108.85%
Kozak & Associates, Inc. 79,445$12,194,8074.46%
SAM Advisors, LLC 41,000$6,340,2402.75%
RiverFront Investment Group, LLC 453,505$70,1292.49%
ARKANSAS FINANCIAL GROUP, INC. 47,871$7,402,7901.51%
Baltimore-Washington Financial Advisors, Inc. 110,214$17,043,5661.38%
Financial Freedom, LLC 11,268$1,742,4161.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 39,526$6,112,3011.20%
COTTONWOOD CAPITAL ADVISORS, LLC 6,001$927,9550.87%
Snider Financial Group 11,249$1,739,6090.84%
Family Firm, Inc. 13,085$2,023,4980.57%
GARRISON POINT ADVISORS, LLC 4,715$729,1280.56%
Howard Capital Management Group, LLC 37,200$5,752,6360.56%
Diversified, LLC 12,060$1,865,0230.48%
Source Financial Advisors LLC 8,288$1,281,7080.43%
Mine & Arao Wealth Creation & Management, LLC. 4,247$656,7240.40%
Circle Wealth Management, LLC 98,200$15,185,6480.38%
J.W. COLE ADVISORS, INC. 28,322$4,379,6630.32%
SUMMIT FINANCIAL GROUP, INC. 4,445$687,3740.29%
Objective Capital Management, LLC 2,098$324,5070.29%
External links

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