BOSTON FAMILY OFFICE LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,540
-5.4%
102,328
-5.4%
0.21%
+1.0%
Q2 2023$2,684
+2.4%
108,194
+2.4%
0.21%
-1.9%
Q1 2023$2,622
+15.4%
105,698
+14.9%
0.21%
+11.1%
Q4 2022$2,273
-99.9%
92,024
+35.1%
0.19%
+26.0%
Q3 2022$1,686,00068,0970.15%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 668,282$16,553,00015.16%
IFG Advisory, LLC 1,355,716$33,581,0003.05%
STUDIO INVESTMENT MANAGEMENT LLC 311,040$7,704,461,0002.77%
Reliant Wealth Planning 259,709$6,432,0002.73%
Richard P Slaughter Associates Inc 254,059$6,293,0002.63%
Campbell Wealth Management 573,542$14,207,0002.05%
SUMMITRY LLC 1,086,953$26,924,0002.03%
Safeguard Financial, LLC 78,270$1,939,0001.80%
OLD SECOND NATIONAL BANK OF AURORA 216,064$5,352,0001.65%
Royal Harbor Partners, LLC 90,477$2,241,0001.53%
View complete list of ISHARES TR shareholders