Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,744,360
+40.4%
282,901
+40.1%
0.84%
+33.2%
Q2 2023$4,804,696
+31.6%
201,878
+32.8%
0.63%
+25.7%
Q1 2023$3,650,072
+146.3%
152,023
+144.6%
0.50%
+60.1%
Q4 2022$1,482,015–62,139–0.31%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capital Investment Advisors, LLC 1,181,799$28,197,7130.71%
Horizons Wealth Management 38,210$911,6810.60%
Montecito Bank & Trust 46,189$1,102,0700.24%
Richard P Slaughter Associates Inc 36,894$880,2900.22%
Greenfield Savings Bank 12,099$288,6820.17%
View complete list of ISHARES TR shareholders