ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 223 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Farrow Financial Inc. | 270,978 | $7,435,637 | 5.07% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 289,164 | $8,218,041 | 4.16% |
| Armbruster Capital Management, Inc. | 712,510 | $19,551,269 | 4.06% |
| CoreFirst Bank & Trust | 167,813 | $4,604,789 | 3.10% |
| Ackerman Capital Advisors, LLC | 422,731 | $11,599,739 | 3.08% |
| Tacita Capital Inc | 116,213 | $3,188,885 | 2.25% |
| Kathmere Capital Management, LLC | 736,762 | $20,216,753 | 2.14% |
| Clayton Partners LLC | 87,881 | $2,411,455 | 1.94% |
| ShoreHaven Wealth Partners, LLC | 130,180 | $3,572,139 | 1.88% |
| Prosperity Planning, Inc. | 195,582 | $5,366,773 | 1.84% |
| Freedom Investment Management, Inc. | 801,825 | $22,002,079 | 1.80% |
| One Wealth Advisors, LLC | 282,825 | $7,670,214 | 1.64% |
| Peninsula Wealth, LLC | 270,845 | $7,754,286 | 1.45% |
| RHS Financial, LLC | 83,300 | $2,285,752 | 1.40% |
| CUSTOM INDEX SYSTEMS, LLC | 78,998 | $2,167,705 | 1.24% |
| ATLAS CAPITAL ADVISORS LLC | 344,677 | $9,457,940 | 1.23% |
| JNBA Financial Advisors | 411,237 | $11,284,344 | 1.19% |
| Weil Company, Inc. | 109,555 | $3,006,176 | 1.10% |
| Savvy Advisors, Inc. | 118,424 | $3,249,550 | 1.06% |
| VANCE WEALTH, INC. | 87,541 | $2,402,125 | 0.99% |
External links
This page lists ISHARES TR's shareholders in Q2 2024. To view ISHARES TR's shareholder history, click here.