Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHE and the CUSIP is 46435U168. A total of 26 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,586
-0.3%
2000.0%0.00%0.0%
Q2 2023$4,600
+0.4%
2000.0%0.00%0.0%
Q1 2023$4,582
+1.8%
2000.0%0.00%0.0%
Q4 2022$4,502
+12.6%
2000.0%0.00%0.0%
Q3 2022$4,0000.0%2000.0%0.00%0.0%
Q2 2022$4,000
-20.0%
2000.0%0.00%0.0%
Q4 2021$5,0000.0%2000.0%0.00%
-50.0%
Q3 2021$5,0002000.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
FLOW TRADERS U.S. LLC 173,030$4,296,0000.12%
Day & Ennis, LLC 11,952$297,0000.10%
Bradley & Co. Private Wealth Management, LLC 4,608$114,0000.09%
Timber Creek Capital Management LLC 12,162$301,0000.09%
Cetera Advisors LLC 128,528$3,191,0000.06%
VALLEY NATIONAL ADVISERS INC 12,695$315,0000.06%
HEADINVEST, LLC 12,825$318,0000.06%
HighTower Advisors, LLC 231,756$5,752,0000.01%
PFG Private Wealth Management, LLC 1,000$25,0000.01%
Mascoma Wealth Management LLC 472$12,0000.00%
View complete list of ISHARES TR shareholders