IHT Wealth Management, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$598,000
+82.3%
23,378
+82.7%
0.05%
+133.3%
Q2 2021$328,00012,7990.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 78,739$2,019,0001.82%
Gateway Advisory, LLC 198,261$5,083,0001.08%
SENTINEL PENSION ADVISORS INC 90,640$2,324,0000.81%
LEAVELL INVESTMENT MANAGEMENT, INC. 366,972$9,437,0000.77%
Stonebridge Capital Advisors LLC 430,091$11,043,0000.70%
SONATA CAPITAL GROUP INC 57,973$1,486,0000.68%
Paulson Wealth Management Inc. 52,074$1,335,0000.65%
Paradiem, LLC 66,538$1,704,0000.53%
Praetorian Wealth Management, Inc. 57,853$1,483,0000.50%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 370,614$9,503,0000.39%
View complete list of ISHARES TR shareholders