LBMC INVESTMENT ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 71 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LBMC INVESTMENT ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$493,594
+0.7%
20,951
+1.0%
0.05%
+10.4%
Q2 2023$490,001
+1.0%
20,736
+0.9%
0.05%
-2.0%
Q1 2023$485,161
+1.1%
20,549
+0.5%
0.05%
-3.9%
Q4 2022$479,66720,4370.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
TMD Wealth Management, LLC 741,751$17,512,7524.94%
Peloton Wealth Strategists 154,400$3,6451.66%
Werba Rubin Papier Wealth Management 164,960$3,894,6981.53%
Asset Dedication, LLC 255,636$6,0250.56%
Endowment Wealth Management, Inc. 23,378$551,9450.56%
Straight Path Wealth Management 21,852$515,9260.41%
SageView Advisory Group, LLC 247,560$5,844,8910.37%
Carr Financial Group Corp 31,103$734,3370.32%
Northstar Group, Inc. 51,377$1,213,0230.31%
4J Wealth Management LLC 11,191$264,2130.28%
View complete list of ISHARES TR shareholders