BEACON FINANCIAL GROUP - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BEACON FINANCIAL GROUP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,673
-19.8%
153,999
-20.0%
0.52%
-16.1%
Q2 2023$4,580
-4.9%
192,513
-4.2%
0.62%
-7.6%
Q1 2023$4,814
-2.0%
201,015
-2.4%
0.67%
+0.3%
Q4 2022$4,912205,9730.67%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 655,897$15,603,84312.80%
INSIGHT 2811, INC. 637,626$15,175,4998.26%
Campbell Wealth Management 3,531,806$84,0567.57%
4J Wealth Management LLC 257,633$6,131,6715.95%
Day & Ennis, LLC 592,602$14,103,9345.36%
Keeler Thomas Management LLC 481,506$11,725,0714.74%
MV CAPITAL MANAGEMENT, INC. 1,132,145$26,945,0543.58%
Atlantic Private Wealth, LLC 141,980$3,379,3583.44%
Stephens Consulting, LLC 363,364$8,648,0663.43%
Trinity Wealth Management, LLC 221,304$5,267,0353.22%
View complete list of ISHARES TR shareholders