Archford Capital Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,214,393
+1.8%
62,646
+6.4%
0.24%
+7.5%
Q2 2023$1,192,642
+21.6%
58,893
+24.9%
0.23%
+10.8%
Q1 2023$980,886
+9.8%
47,135
+4.9%
0.20%
-0.5%
Q4 2022$893,65844,9300.20%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 181,425$3,609,0003.25%
Sargent Bickham Lagudis LLC 920,548$18,309,7471.50%
Signature Wealth Management Group 99,162$1,972,3320.96%
ARROW FINANCIAL CORP 289,959$5,7670.78%
Aptus Capital Advisors, LLC 1,195,540$23,779,2910.73%
CGN Advisors LLC 149,559$2,974,7210.52%
LITTLE HOUSE CAPITAL LLC 45,176$898,5590.44%
Venture Visionary Partners LLC 186,369$3,706,8800.27%
Archford Capital Strategies, LLC 44,930$893,6580.20%
Timber Creek Capital Management LLC 24,224$481,8150.18%
View complete list of ISHARES TR shareholders