Centric Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 170 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Centric Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,800,382
+1.1%
77,154
+1.3%
0.75%
+5.9%
Q2 2023$1,780,222
+1.9%
76,143
+3.5%
0.71%
-6.3%
Q1 2023$1,746,314
+97.3%
73,591
+94.1%
0.76%
+68.8%
Q4 2022$885,245
-77.2%
37,912
-77.5%
0.45%
-71.0%
Q3 2022$3,885,000168,1641.55%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 255,622$6,774,0003.96%
CAPITAL ADVISORS INC/OK 3,695,265$97,925,0002.91%
4Thought Financial Group Inc. 123,623$3,276,0002.84%
Sound View Wealth Advisors Group, LLC 439,163$11,638,0002.43%
Peloton Wealth Strategists 203,200$5,385,0002.20%
SIGMA INVESTMENT COUNSELORS INC 1,041,658$27,604,0002.04%
Aptus Capital Advisors, LLC 2,974,280$78,818,0002.03%
Signature Wealth Management Group 124,847$3,308,0001.84%
Gateway Advisory, LLC 303,542$8,044,0001.67%
IRON Financial LLC 121,533$3,221,0001.54%
View complete list of ISHARES TR shareholders