ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
National Wealth Management Group, LLC | 9,404 | $325,943 | 0.36% |
Goodwin Investment Advisory | 15,963 | $553,275 | 0.33% |
Dentgroup LLC | 11,551 | $400,358 | 0.30% |
Keystone Financial Services | 14,497 | $502,459 | 0.27% |
GOULD ASSET MANAGEMENT LLC /CA/ | 24,000 | $831,840 | 0.24% |
Envestnet Portfolio Solutions, Inc. | 1,430,610 | $49,584,959 | 0.23% |
Trevian Wealth Management LLC | 7,336 | $254 | 0.23% |
Values Added Financial LLC | 7,024 | $243,452 | 0.22% |
Sandbox Financial Partners, LLC | 11,544 | $400,132 | 0.21% |
PARK AVENUE SECURITIES LLC | 388,061 | $13,450 | 0.21% |
MA Private Wealth | 24,756 | $858,043 | 0.20% |
West Wealth Group, LLC | 11,523 | $399,404 | 0.17% |
Buttonwood Financial Group, LLC | 7,013 | $237,461 | 0.17% |
Accredited Investors Inc. | 58,393 | $2,023,901 | 0.15% |
Ally Invest Advisors Inc. | 36,161 | $1,253,350 | 0.15% |
Financial Advisors, LLC | 15,886 | $550,609 | 0.14% |
Wealth Alliance | 24,397 | $845,617 | 0.13% |
WRAPMANAGER INC | 11,959 | $414,499 | 0.13% |
Pensionmark Financial Group, LLC | 18,202 | $633,152 | 0.12% |
Austin Private Wealth, LLC | 23,981 | $831,181 | 0.12% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.