Brio Consultants, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 61 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$275,000
-11.3%
4,295
+0.1%
0.06%
-19.2%
Q4 2021$310,000
-98.5%
4,292
-98.5%
0.07%
-98.6%
Q3 2021$21,135,000
+4.6%
295,249
+5.5%
5.13%
-0.7%
Q2 2021$20,215,000
+20.6%
279,749
+14.4%
5.16%
+4.7%
Q1 2021$16,764,000
-5.3%
244,552
+5.5%
4.94%
-13.7%
Q4 2020$17,711,000
+11.6%
231,760
+10.3%
5.72%
+19.3%
Q3 2020$15,867,000
+4.2%
210,149
+3.4%
4.79%
-5.8%
Q2 2020$15,231,000203,1635.09%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
STABLEFORD CAPITAL II LLC 167,638$8,567,9783.44%
Peak Financial Management, Inc. 162,533$8,307,0482.63%
Verde Capital Management 139,387$7,124,0602.44%
Independent Wealth Network Inc. 65,603$3,352,9521.57%
Rooted Wealth Advisors, Inc. 59,307$2,9651.46%
Centennial Wealth Advisory LLC 46,175$2,360,0111.09%
Safeguard Investment Advisory Group, LLC 40,712$2,080,7940.71%
Focus Financial Network, Inc. 230,864$11,183,1090.54%
Cresta Advisors, Ltd. 16,570$846,8930.54%
Renasant Bank 14,477$739,9190.53%
View complete list of ISHARES TR shareholders