Wagner Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Wagner Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,038
-3.9%
1470.0%0.01%
-11.1%
Q2 2023$22,939
+6.7%
147
+1.4%
0.01%
-10.0%
Q1 2023$21,492
+7.1%
1450.0%0.01%
-16.7%
Q4 2022$20,069
+11.5%
145
+0.7%
0.01%
-7.7%
Q3 2022$18,000
-10.0%
1440.0%0.01%
-18.8%
Q2 2022$20,000
-58.3%
144
-50.0%
0.02%
-52.9%
Q1 2022$48,000
+92.0%
288
+100.0%
0.03%
+78.9%
Q4 2021$25,0001440.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders