Trinity Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Trinity Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,404,886
+2.6%
226,715
+2.4%
3.35%
+4.1%
Q2 2023$5,267,035
+7.3%
221,304
+8.2%
3.22%
-0.1%
Q1 2023$4,910,501
+799.9%
204,519
+793.9%
3.22%
+730.4%
Q4 2022$545,68822,8800.39%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 666,030$15,864,77912.49%
Financial Strategies Group, Inc. 874,312$20,808,6176.56%
4J Wealth Management LLC 259,179$6,178,8196.15%
Day & Ennis, LLC 628,058$14,972,8945.58%
Campbell Wealth Management 1,751,576$41,7585.08%
SevenOneSeven Capital Management 90,323$2,151,4945.00%
Keeler Thomas Management LLC 508,969$12,104,4594.48%
Faithward Advisors, LLC 720,765$17,168,6314.18%
Atlantic Private Wealth, LLC 148,252$3,534,3213.57%
Stephens Consulting, LLC 362,600$8,644,3763.51%
View complete list of ISHARES TR shareholders