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 ↓
NORTHCAPE WEALTH MANAGEMENT, LLC 35,724$907,3990.35%
BOS Asset Management, LLC 17,967$456,3620.34%
EverSource Wealth Advisors, LLC 124,388$3,159,4480.34%
StrategIQ Financial Group, LLC 111,118$2,822,3980.33%
Horizon Family Wealth, Inc. 13,115$333,1090.32%
SUMMIT FINANCIAL GROUP, INC. 29,650$753,1100.32%
Peregrine Asset Advisers, Inc. 23,879$606,5270.32%
First Citizens Financial Corp 17,097$434,2640.31%
REGIONS FINANCIAL CORP 1,321,551$33,567,3950.30%
Arkos Global Advisors 56,137$1,4260.29%
PANORAMIC INVESTMENT ADVISORS, LLC 12,437$315,9040.29%
COLLECTIVE FAMILY OFFICE LLC 29,109$739,3690.29%
Auour Investments LLC 26,925$680,3950.29%
JNBA Financial Advisors 88,521$2,248,4310.28%
MGO ONE SEVEN LLC 139,241$3,536,7090.27%
Berkshire Bank 37,105$942,4670.27%
LANDAAS & CO /WI /ADV 23,903$607,0000.26%
Aspen Wealth Strategies, LLC 13,118$332,8690.26%
Avantax Planning Partners, Inc. 239,527$6,083,9920.26%
Wealthcare Advisory Partners LLC 211,585$5,374,2570.25%
External links

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