9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 99 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
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$290,071
+0.0%
11,6870.0%0.06%
+1.8%
Q2 2023$289,9540.0%11,6870.0%0.06%
-6.8%
Q1 2023$289,954
-6.0%
11,687
-6.4%
0.06%
-11.9%
Q4 2022$308,528
-0.2%
12,4910.0%0.07%
-15.2%
Q3 2022$309,00012,4910.08%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Arlington Trust Co LLC 2,735,336$67,891,04027.87%
Arlington Partners LLC 2,735,336$67,891,04027.87%
Kerntke Otto McGlone Wealth Management Group 470,100$11,667,88812.03%
Campbell Wealth Management 2,304,679$57,2026.96%
Trinity Wealth Management, LLC 384,434$9,541,6525.92%
Day & Ennis, LLC 563,026$13,974,3135.21%
Michael S. Ryan, Inc. 202,482$5,023,5694.79%
Keeler Thomas Management LLC 485,810$12,058,7714.46%
MV CAPITAL MANAGEMENT, INC. 1,034,880$25,685,7313.43%
Vista Private Wealth Partners. LLC 318,156$7,863,2143.29%
View complete list of ISHARES TR shareholders