Rinkey Investments - ISHARES TR ownership

Quarter-by-quarter ownership
Rinkey Investments ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$210,548
+0.0%
8,4830.0%0.10%0.0%
Q2 2023$210,463
-90.7%
8,483
-90.7%
0.10%
-91.9%
Q1 2023$2,260,588
-7.0%
91,116
-7.4%
1.18%
-18.5%
Q4 2022$2,429,517
+21.1%
98,361
+21.2%
1.45%
-4.1%
Q3 2022$2,007,00081,1671.52%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Arlington Trust Co LLC 2,735,336$67,891,04027.87%
Arlington Partners LLC 2,735,336$67,891,04027.87%
Kerntke Otto McGlone Wealth Management Group 470,100$11,667,88812.03%
Campbell Wealth Management 2,304,679$57,2026.96%
Trinity Wealth Management, LLC 384,434$9,541,6525.92%
Day & Ennis, LLC 563,026$13,974,3135.21%
Michael S. Ryan, Inc. 202,482$5,023,5694.79%
Keeler Thomas Management LLC 485,810$12,058,7714.46%
MV CAPITAL MANAGEMENT, INC. 1,034,880$25,685,7313.43%
Denver PWM, LLC 318,156$7,863,2143.29%
View complete list of ISHARES TR shareholders