GOULD ASSET MANAGEMENT LLC /CA/ - 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
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$325,887
-7.8%
13,130
-7.8%
0.09%
-7.1%
Q2 2023$353,418
+5.1%
14,245
+5.1%
0.10%
+3.1%
Q1 2023$336,424
-27.6%
13,560
-28.0%
0.10%
-31.4%
Q4 2022$464,97818,8250.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Arlington Partners LLC 14,152,465$349,565,88655.42%
Cassia Capital Partners, LLC 678,160$16,750,54013.77%
Kerntke Otto McGlone Wealth Management Group 379,060$9,363,00010.77%
SHUFRO ROSE & CO LLC 2,784,203$68,769,8715.80%
Campbell Wealth Management 1,552,284$38,3415.34%
Day & Ennis, LLC 445,858$11,012,6934.26%
Reliant Wealth Planning 256,167$6,327,3253.84%
MV CAPITAL MANAGEMENT, INC. 917,674$22,666,5523.50%
IFG Advisory, LLC 1,398,569$34,5443.44%
Crumly & Associates Inc. 361,087$8,918,8493.36%
View complete list of ISHARES TR shareholders