IHT Wealth Management, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$4,041,000
+0.2%
158,859
+0.3%
0.59%
-12.6%
Q1 2019$4,031,000
+0.4%
158,374
+0.2%
0.67%
-13.0%
Q4 2018$4,013,000
+0.5%
158,073
+0.4%
0.77%
-10.6%
Q3 2018$3,993,000157,5000.86%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wealthquest Corp 154,053$3,920,0001.48%
Gateway Advisory, LLC 215,939$5,496,0001.42%
VALLEY NATIONAL ADVISERS INC 176,779$4,499,0001.29%
New Capital Management LP 2,986$332,0000.94%
Prism Advisors, Inc. 50,290$1,280,0000.74%
IHT Wealth Management, LLC 158,374$4,031,0000.67%
Paulson Wealth Management Inc. 32,164$819,0000.62%
Guidant Wealth Advisors 59,105$1,504,0000.59%
CHATHAM CAPITAL GROUP, INC. 89,000$2,265,0000.58%
Fieldpoint Private Securities, LLC 53,250$1,355,0000.56%
View complete list of ISHARES TR shareholders