ISHARES TR shareholders Q2 2024

ISHARES TR's ticker is QUAL and the CUSIP is 46432F339. A total of 1,235 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.

ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Blue Edge Capital, LLC 55,503$9,477,6921.57%
ADAPT WEALTH ADVISORS, LLC 14,644$2,500,6091.57%
SUTTON PLACE INVESTORS LLC 13,776$2,352,4291.57%
CAHILL FINANCIAL ADVISORS INC 66,613$11,374,8011.56%
CreativeOne Wealth, LLC 176,146$30,0791.52%
Elevation Capital Advisory, LLC 19,503$3,330,3321.52%
FOUNDERS FINANCIAL SECURITIES LLC 94,111$16,070,3941.52%
Ullmann Wealth Partners Group, LLC 61,991$10,585,5761.51%
Dynasty Wealth Management, LLC 454,393$51,191,6351.51%
Lantz Financial LLC 28,397$4,849,0641.51%
Aries Wealth Management 27,963$4,774,9621.50%
FDx Advisors, Inc. 31,861$5,4411.50%
Van Hulzen Asset Management, LLC 131,173$22,3991.50%
WealthShield Partners, LLC 56,429$9,635,8741.47%
Sheridan Capital Management, LLC 11,558$1,969,8671.46%
INTRUST BANK NA 80,262$13,705,5391.46%
Capital Investment Advisory Services, LLC 82,291$14,052,0021.45%
Sowell Financial Services LLC 177,485$30,307,0001.45%
Cynosure Group, LLC 52,745$9,006,7571.44%
Wallace Advisory Group, LLC 11,756$2,007,4551.44%
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 Q2 2024. To view ISHARES TR's shareholder history, click here.