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 ↓
Cassia Capital Partners, LLC 668,282$16,553,00015.16%
IFG Advisory, LLC 1,355,716$33,581,0003.05%
STUDIO INVESTMENT MANAGEMENT LLC 311,040$7,704,461,0002.77%
Reliant Wealth Planning 259,709$6,432,0002.73%
Richard P Slaughter Associates Inc 254,059$6,293,0002.63%
Campbell Wealth Management 573,542$14,207,0002.05%
SUMMITRY LLC 1,086,953$26,924,0002.03%
Safeguard Financial, LLC 78,270$1,939,0001.80%
OLD SECOND NATIONAL BANK OF AURORA 216,064$5,352,0001.65%
Royal Harbor Partners, LLC 90,477$2,241,0001.53%
View complete list of ISHARES TR shareholders