REDW Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 94 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
REDW Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$468,313
+37.5%
22,979
+43.0%
0.14%
+41.2%
Q2 2023$340,60016,0660.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 277,423$5,972,9173.80%
4Thought Financial Group Inc. 176,932$3,809,3573.15%
Keeler Thomas Management LLC 196,047$4,220,8901.98%
Signature Wealth Management Group 187,556$4,038,0821.92%
Guidance Point Advisors, LLC 179,479$3,864,1981.56%
Evergreen Wealth Solutions, LLC 54,232$1,1681.35%
Aptus Capital Advisors, LLC 1,929,274$41,537,2691.12%
SIGMA INVESTMENT COUNSELORS INC 631,143$13,588,5111.06%
ARROW FINANCIAL CORP 342,249$7,368,6210.96%
Peloton Wealth Strategists 75,000$1,6150.74%
View complete list of ISHARES TR shareholders