BOSTON FAMILY OFFICE LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 144 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$798
+16.7%
34,559
+16.8%
0.06%
+25.0%
Q2 2023$684
-16.0%
29,591
-14.4%
0.05%
-20.0%
Q1 2023$814
+1.2%
34,5570.0%0.06%
-3.0%
Q4 2022$80434,5570.07%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Reliant Wealth Planning 176,426$4,107,1972.49%
FinTrust Capital Advisors, LLC 410,135$9,547,9342.31%
Rinkey Investments 130,225$3,031,6381.81%
Royal Harbor Partners, LLC 106,365$2,476,1771.53%
CAPTRUST FINANCIAL ADVISORS 12,903,526$300,394,0831.51%
Kerntke Otto McGlone Wealth Management Group 53,283$1,240,0001.43%
Capital Investment Advisors, LLC 1,457,550$33,9321.03%
Denver PWM, LLC 90,908$2,116,3291.00%
SYNOVUS FINANCIAL CORP 3,328,170$77,479,8000.88%
Safeguard Financial, LLC 47,868$1,1140.80%
View complete list of ISHARES TR shareholders