Centric Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Centric Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,433,140
-14.2%
137,161
-14.5%
1.74%
+9.3%
Q3 2022$4,002,000160,3861.59%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
INSTRUMENTAL WEALTH, LLC 408,854$10,303,13013.60%
Paradigm, Strategies in Wealth Management, LLC 553,890$13,952,47710.98%
American Planning Services, Inc. 536,389$13,511,6399.16%
Ruggaard & Associates LLC 466,373$11,747,9397.25%
NovaPoint Capital, LLC 653,532$16,462,4616.74%
PFG Private Wealth Management, LLC 294,346$7,414,5864.71%
ABSOLUTE CAPITAL MANAGEMENT, LLC 209,549$5,278,5434.67%
Windsor Capital Management, LLC 526,520$13,263,0334.56%
Keeler Thomas Management LLC 381,152$9,601,2204.51%
Reliant Wealth Planning 243,667$6,137,9723.80%
View complete list of ISHARES TR shareholders