Element Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,063,167
-16.8%
41,923
-17.0%
0.77%
-13.7%
Q2 2023$1,277,701
+14.4%
50,522
+13.9%
0.89%
+6.7%
Q1 2023$1,116,925
+142.0%
44,340
+140.5%
0.83%
+121.0%
Q4 2022$461,478
+184.9%
18,437
+184.2%
0.38%
+153.0%
Q3 2022$162,0006,4880.15%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 568,776$14,271,00015.54%
Gateway Advisory, LLC 1,048,914$26,317,00011.21%
NovaPoint Capital, LLC 466,679$11,709,0005.09%
Tillar-Wenstrup Advisors, LLC 392,752$9,854,0004.93%
Cribstone Capital Management, LLC 239,983$6,021,0003.70%
TLWM 340,045$8,536,0003.27%
PFG Private Wealth Management, LLC 228,768$5,740,0003.22%
SONATA CAPITAL GROUP INC 246,377$6,182,0003.21%
Windsor Capital Management, LLC 350,705$8,799,0003.14%
Madden Advisory Services, Inc. 159,142$3,993,0003.02%
View complete list of ISHARES TR shareholders