Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,387,000
-45.7%
52,501
-44.8%
0.10%
-47.7%
Q3 2021$2,553,000
+2.4%
95,122
+3.0%
0.20%
+4.8%
Q2 2021$2,492,000
+4.1%
92,314
+3.5%
0.19%0.0%
Q1 2021$2,393,00089,2040.19%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 252,028$6,766,0003.96%
Aptus Capital Advisors, LLC 4,719,513$126,695,0003.27%
RVW Wealth, LLC 956,416$26,000,0003.12%
4Thought Financial Group Inc. 133,585$3,586,0003.11%
TLWM 289,792$7,779,0002.96%
Karp Capital Management Corp 698,505$18,751,0002.64%
Peloton Wealth Strategists 210,700$5,656,0002.32%
Sound View Wealth Advisors Group, LLC 373,371$10,023,0002.09%
SIGMA INVESTMENT COUNSELORS INC 997,841$26,787,0001.98%
Cribstone Capital Management, LLC 122,151$3,279,0001.95%
View complete list of ISHARES TR shareholders