Brio Consultants, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 67 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2022
NameSharesValueWeighting ↓
Safeguard Investment Advisory Group, LLC 88,333$6,055,0005.41%
Brio Consultants, LLC 244,552$16,764,0004.94%
USAdvisors Wealth Management, LLC 81,423$5,375,0002.60%
Verde Capital Management 83,467$5,722,0002.52%
Centennial Wealth Advisory LLC 39,502$2,708,0001.79%
Stadion Money Management, LLC 296,428$20,320,0000.92%
Onyx Bridge Wealth Group LLC 24,497$1,679,0000.84%
Wechter Feldman Wealth Management, Inc. 9,227$633,0000.47%
Renasant Bank 4,780$328,0000.26%
WEALTHSOURCE PARTNERS, LLC 34,166$2,342,0000.23%
View complete list of ISHARES TR shareholders