ISHARES TR shareholders Q4 2023

ISHARES TR's ticker is MUB and the CUSIP is 464288414. A total of 36 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Bromfield Sneider Wealth Advisors 63,017$6,831,6924.62%
Boston Standard Wealth Management, LLC 150,491$15,431,0004.07%
Symmetry Partners, LLC 415,693$45,0672.43%
Global Wealth Strategies & Associates 52,905$5,735,4312.39%
First Financial Bank - Trust Division 164,905$17,877,3501.82%
Stairway Partners, LLC 160,179$17,365,0051.75%
Fragasso Group Inc. 176,962$19,184,4611.75%
Aletheian Wealth Advisors LLC 19,486$2,112,4771.40%
JUNCTURE WEALTH STRATEGIES, LLC 27,279$2,957,2641.34%
Apella Capital, LLC 204,396$22,117,6661.23%
Curbstone Financial Management Corp 47,892$5,191,9721.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 24,145$2,6180.96%
CGN Advisors LLC 60,653$6,575,3920.91%
WALLER FINANCIAL PLANNING GROUP, INC 30,132$3,266,6100.86%
FC Advisory LLC 16,754$1,816,2920.70%
Wiser Wealth Management, Inc 13,841$1,497,7130.55%
First Affirmative Financial Network 5,890$638,5410.51%
First National Bank of Mount Dora, Trust Investment Services 16,590$1,798,5210.48%
ST GERMAIN D J CO INC 59,497$6,450,0700.34%
Riverwater Partners LLC 3,826$414,7960.33%
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 Q4 2023. To view ISHARES TR's shareholder history, click here.