Fairhaven Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 285 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Fairhaven Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$683,406
+10.6%
28,499
+10.4%
0.23%
+6.6%
Q1 2024$617,724
-2.6%
25,803
-3.0%
0.21%
-8.6%
Q4 2023$634,390
+3.1%
26,588
+3.0%
0.23%
-5.3%
Q3 2023$615,573
+0.2%
25,8210.0%0.24%
+4.3%
Q2 2023$614,54025,8210.24%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Horizon Advisory Services, Inc. 708,356$16,986,3768.13%
Campbell Wealth Management 865,768$20,7616.70%
Denver PWM, LLC 638,378$15,308,3066.11%
Financial Strategies Group, Inc. 909,284$21,740,9785.47%
Kerntke Otto McGlone Wealth Management Group 219,561$5,265,0814.92%
Trinity Wealth Management, LLC 406,275$9,742,4754.86%
Scissortail Wealth Management, LLC 686,569$16,463,8824.19%
MKT Advisors LLC 331,864$7,934,8773.95%
Hills Bank & Trust Co 1,998,580$47,925,9483.88%
Atlantic Private Wealth, LLC 175,616$4,211,2763.43%
View complete list of ISHARES TR shareholders