Cornerstone Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 656 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 4.34 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cornerstone Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$960,133
+37.5%
8,315
+37.9%
0.08%
+32.8%
Q1 2024$698,218
-85.8%
6,029
-86.1%
0.06%
-92.7%
Q3 2023$4,924,425
+2.6%
43,517
+4.5%
0.87%
+0.5%
Q2 2023$4,801,77941,6600.87%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Marks Wealth, LLC 153,509$18,320,00021.53%
Verdad Advisers, LP 180,000$21,481,00020.25%
Northstar Advisory Group, LLC 184,730$22,046,00016.37%
Tanglewood Wealth Management, Inc. 838,898$100,114,00013.50%
Alhambra Investment Management LLC 148,119$17,677,00012.79%
SFMG, LLC 762,205$90,962,00010.55%
Gould Capital, LLC 100,913$12,043,0009.69%
SNS Financial Group, LLC 588,951$70,285,0009.16%
Hilton Capital Management, LLC 610,210$72,822,0008.94%
PROFFITT & GOODSON INC 355,138$42,382,0008.66%
View complete list of ISHARES TR shareholders