ISHARES TR shareholders Q3 2023

ISHARES TR's ticker is EFG and the CUSIP is 464288885. A total of 757 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Austin Private Wealth, LLC 364,188$31,429,4274.55%
Simplicity Wealth,LLC 88,430$7,631,5144.47%
Octavia Wealth Advisors, LLC 254,943$22,001,5924.46%
Strata Wealth Advisors, LLC 103,710$8,950,1664.31%
Global Wealth Strategies & Associates 106,718$9,209,7634.30%
Stone House Investment Management, LLC 135,084$11,657,7234.06%
Horst & Graben Wealth Management LLC 190,733$16,460,2504.05%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 178,143$15,373,7833.93%
Williams Financial, LLC 59,889$5,168,3913.92%
FORTE ASSET MANAGEMENT LLC 67,703$5,842,7673.92%
DUBUQUE BANK & TRUST CO 334,195$28,841,0293.85%
Lineweaver Wealth Advisors, LLC 149,609$12,914,0443.76%
Fountainhead AM, LLC 123,767$10,681,1183.72%
GRAYHAWK INVESTMENT STRATEGIES INC. 63,900$5,514,5703.70%
Obsidian Personal Planning Solutions LLC 49,410$4,264,0853.64%
REGIMEN WEALTH, LLC 101,296$8,741,8843.59%
FAS Wealth Partners, Inc. 387,645$33,453,7253.58%
CLIENT 1ST ADVISORY GROUP, LLC 75,020$6,474,2053.42%
FIRETHORN WEALTH PARTNERS, LLC 51,465$4,441,4193.40%
PARK AVENUE SECURITIES LLC 2,460,808$212,3653.29%
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 Q3 2023. To view ISHARES TR's shareholder history, click here.