Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 69 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$070.0%0.00%
Q2 2022$070.0%0.00%
Q1 2022$0
-100.0%
70.0%0.00%
Q4 2021$1,0000.0%70.0%0.00%
-100.0%
Q3 2021$1,0000.0%70.0%0.00%0.0%
Q2 2021$1,00070.0%0.00%
Q1 2021$0
-100.0%
7
-83.7%
0.00%
-100.0%
Q4 2020$3,0000.0%430.0%0.00%0.0%
Q3 2020$3,0000.0%430.0%0.00%0.0%
Q2 2020$3,0000.0%430.0%0.00%
-60.0%
Q1 2020$3,000430.01%
Other shareholders
ISHARES TR shareholders Q3 2021
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