Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,000,855
-60.7%
167,821
-60.8%
0.16%
-19.0%
Q2 2023$10,182,664
+46.0%
427,844
+47.3%
0.20%
-49.5%
Q1 2023$6,973,086
+2.3%
290,424
+1.6%
0.40%
+87.7%
Q4 2022$6,816,195285,7940.21%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capital Investment Advisors, LLC 1,181,799$28,197,7130.71%
Horizons Wealth Management 38,210$911,6810.60%
Montecito Bank & Trust 46,189$1,102,0700.24%
Richard P Slaughter Associates Inc 36,894$880,2900.22%
Greenfield Savings Bank 12,099$288,6820.17%
View complete list of ISHARES TR shareholders