Peak Financial Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 40 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,218,580
-5.7%
173,938
+5.0%
2.99%
-3.7%
Q2 2023$8,717,121
-0.5%
165,729
+1.6%
3.10%
-4.8%
Q1 2023$8,765,195
+9.7%
163,134
+4.0%
3.26%
+3.8%
Q4 2022$7,988,209
+100.0%
156,867
+142.9%
3.14%
+65.5%
Q1 2018$3,994,000
-79.6%
64,578
-78.7%
1.90%
-48.9%
Q4 2017$19,610,000
-13.8%
302,768
-15.0%
3.72%
-15.3%
Q3 2017$22,754,000
-23.2%
356,360
-23.6%
4.39%
-24.3%
Q2 2017$29,620,000
+116.8%
466,294
+110.2%
5.80%
+5.1%
Q1 2017$13,661,000
-48.0%
221,797
-48.8%
5.52%
-3.5%
Q4 2016$26,280,000
-8.7%
433,296
+0.3%
5.72%
-8.2%
Q3 2016$28,784,000
+103.4%
432,124
+103.9%
6.23%
-1.3%
Q2 2016$14,150,000
+66.8%
211,882
+46.0%
6.31%
+62.6%
Q4 2015$8,484,000145,1583.88%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Safeguard Investment Advisory Group, LLC 88,333$6,055,0005.41%
Brio Consultants, LLC 244,552$16,764,0004.94%
USAdvisors Wealth Management, LLC 81,423$5,375,0002.60%
Verde Capital Management 83,467$5,722,0002.52%
Centennial Wealth Advisory LLC 39,502$2,708,0001.79%
Stadion Money Management, LLC 296,428$20,320,0000.92%
Onyx Bridge Wealth Group LLC 24,497$1,679,0000.84%
Wechter Feldman Wealth Management, Inc. 9,227$633,0000.47%
Renasant Bank 4,780$328,0000.26%
WEALTHSOURCE PARTNERS, LLC 34,166$2,342,0000.23%
View complete list of ISHARES TR shareholders