CABOT WEALTH MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 39 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$215,000
-4.4%
2,129
-7.8%
0.04%
-20.4%
Q1 2020$225,000
-10.0%
2,309
-5.9%
0.05%
+12.5%
Q4 2019$250,000
-9.7%
2,455
-10.2%
0.05%
-18.6%
Q3 2019$277,000
-0.7%
2,735
-0.9%
0.06%0.0%
Q2 2019$279,000
-4.1%
2,760
-5.6%
0.06%
-7.8%
Q1 2019$291,000
-0.3%
2,924
-4.1%
0.06%
-9.9%
Q4 2018$292,000
-43.4%
3,049
-42.7%
0.07%
-36.0%
Q3 2018$516,000
+1.0%
5,318
+0.9%
0.11%
-2.6%
Q2 2018$511,000
-11.6%
5,268
-10.9%
0.11%
-11.6%
Q1 2018$578,0005,9100.13%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Wall Capital Group, Inc. 49,085$4,792,0002.55%
Sterneck Capital Management, LLC 8,312$812,0000.82%
Patten Group, Inc. 8,897$869,0000.45%
PHILLIPS FINANCIAL MANAGEMENT, LLC 18,502$1,797,0000.36%
Cetera Investment Advisers 22,295$2,177,0000.27%
OPTIMUM INVESTMENT ADVISORS 5,600$547,0000.22%
Ford Financial Group, LLC 2,596$253,0000.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,729$754,0000.12%
Geneos Wealth Management Inc. 14,836$1,428,0000.10%
Insight Wealth Strategies, LLC 3,327$325,0000.09%
View complete list of ISHARES TR shareholders