Bison Wealth, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$593,322
-6.6%
5,055
-2.3%
0.12%
-2.5%
Q2 2023$635,1805,1750.12%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 107,041$12,564,4337.79%
G&S Capital LLC 8,876$1,041,8920.53%
CLIENT 1ST ADVISORY GROUP, LLC 3,971$466,1160.25%
BCGM Wealth Management, LLC 3,187$374,0700.17%
TKG Advisors, LLC 2,021$237,2240.16%
Bison Wealth, LLC 5,055$593,3220.12%
MA Private Wealth 3,218$377,7520.09%
Keystone Financial Group 4,382$514,3580.09%
Wharton Business Group, LLC 12,810$1,5040.08%
Cypress Wealth Services, LLC 1,903$223,3630.06%
View complete list of ISHARES TR shareholders