Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHG and the CUSIP is 46436E478. A total of 10 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,221
-1.4%
8000.0%0.00%0.0%
Q2 2023$17,461
-0.7%
8000.0%0.00%0.0%
Q1 2023$17,584
+2.9%
8000.0%0.00%0.0%
Q4 2022$17,092
+0.5%
8000.0%0.00%
-20.0%
Q3 2022$17,0000.0%8000.0%0.01%0.0%
Q2 2022$17,000
-15.0%
8000.0%0.01%
-16.7%
Q4 2021$20,0000.0%8000.0%0.01%
-14.3%
Q3 2021$20,0008000.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Straight Path Wealth Management 15,670$344,4270.27%
WRAPMANAGER INC 22,704$499,0340.15%
Ironwood Financial, llc 16,677$366,5600.10%
THOROUGHBRED FINANCIAL SERVICES, LLC 29,090$6390.09%
BBJS FINANCIAL ADVISORS, LLC 10,303$226,4620.09%
Robertson Stephens Wealth Management, LLC 52,525$1,154,5000.09%
FLOW TRADERS U.S. LLC 54,582$1,2000.05%
IFP Advisors, Inc 20,689$517,5100.02%
OSAIC HOLDINGS, INC. 192,666$4,234,6150.01%
Bradley & Co. Private Wealth Management, LLC 315$6,9240.01%
View complete list of ISHARES TR shareholders