ISHARES TR shareholders Q3 2023

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 129,560$3,290,8240.48%
180 WEALTH ADVISORS, LLC 83,686$2,125,6300.48%
Mission Creek Capital Partners, Inc. 54,985$1,396,6290.47%
Angeles Investment Advisors, LLC 218,955$5,561,4570.44%
GOULD ASSET MANAGEMENT LLC /CA/ 59,435$1,509,6490.43%
Destination Wealth Management 424,664$10,786,4590.42%
ALTERNA WEALTH MANAGEMENT, INC 12,772$324,4090.42%
First National Bank of Hutchinson 21,336$541,9350.41%
FINANCIAL ADVISORY PARTNERS, LLC 40,081$1,018,0570.41%
New Republic Capital, LLC 19,120$495,3700.40%
Stolper Co 35,572$9040.39%
SECURIAN ASSET MANAGEMENT, INC 500,000$12,700,0000.38%
Navis Wealth Advisors, LLC 10,000$254,0000.37%
Investmark Advisory Group LLC 21,290$540,7700.37%
WealthTrust Axiom LLC 39,858$1,012,3940.36%
Petix & Botte Co 45,244$1,149,1880.36%
SYNTAX RESEARCH, INC. 17,425$442,5850.36%
Orion Portfolio Solutions, LLC 1,161,165$29,493,5880.36%
Platte River Wealth Advisors, LLC 38,304$972,9220.36%
Hubbell Strickland Wealth Management, LLC 23,259$590,7880.35%
External links

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