ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 598 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tanglewood Wealth Management, Inc. | 1,409,846 | $162,427,464 | 23.22% |
Pacific Sage Partners, LLC | 352,985 | $40,685,107 | 12.04% |
Highview Capital Management LLC/DE/ | 170,264 | $19,624,629 | 10.56% |
Voya Financial Advisors, Inc. | 761,705 | $87,771,242 | 10.22% |
Gould Capital, LLC | 97,493 | $11,237,043 | 8.60% |
Johnson Financial Group, Inc. | 1,067,694 | $123,062,391 | 8.51% |
Parkside Advisors LLC | 226,191 | $26,070,751 | 8.08% |
Hilton Capital Management, LLC | 562,881 | $64,877,643 | 7.79% |
Eley Financial Management, Inc | 136,979 | $15,788,200 | 7.69% |
SNS Financial Group, LLC | 504,496 | $58,148,262 | 7.58% |
Bond & Devick Financial Network, Inc. | 105,137 | $12,118,091 | 7.53% |
Heirloom Wealth Management | 145,301 | $16,747,393 | 7.28% |
DDFG, Inc | 145,775 | $16,802,052 | 6.18% |
Juniper Hill Capital Management LP | 153,297 | $17,669,012 | 5.89% |
Berkshire Bank | 184,717 | $21,290,481 | 5.88% |
Matson Money. Inc. | 1,423,472 | $164,069,383 | 5.86% |
All Season Financial Advisors, Inc. | 54,693 | $6,303,915 | 5.66% |
PROFFITT & GOODSON INC | 248,195 | $28,606,956 | 5.64% |
Strategic Point Investment Advisors, LLC | 226,180 | $26,069,507 | 5.35% |
Antonetti Capital Management LLC | 31,070 | $3,581,128 | 5.16% |
External links
This page lists ISHARES TR's shareholders in Q2 2023. To view ISHARES TR's shareholder history, click here.