Verde Capital Management - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 67 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Verde Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,255,291
+0.1%
132,387
+11.4%
2.43%
+2.6%
Q2 2023$6,249,407
+8.2%
118,813
+10.5%
2.37%
-1.6%
Q1 2023$5,776,673
+14.2%
107,513
+8.2%
2.41%
-0.4%
Q4 2022$5,060,065
+11.9%
99,366
+10.3%
2.42%
+10.0%
Q3 2022$4,521,000
-5.8%
90,080
+4.4%
2.20%
-0.2%
Q2 2022$4,798,000
-14.4%
86,319
-1.4%
2.20%
-0.9%
Q1 2022$5,605,000
-9.4%
87,538
+2.1%
2.22%
-5.7%
Q4 2021$6,185,000
+2.7%
85,741
+1.9%
2.36%
-6.1%
Q3 2021$6,025,000
-5.4%
84,171
-4.5%
2.51%
-6.4%
Q2 2021$6,367,000
+11.3%
88,113
+5.6%
2.68%
+6.3%
Q1 2021$5,722,000
-5.0%
83,467
+5.8%
2.52%
-15.9%
Q4 2020$6,026,000
+2.6%
78,860
+1.3%
3.00%
-10.3%
Q3 2020$5,876,000
+1.6%
77,824
+0.9%
3.34%
-11.7%
Q2 2020$5,781,000
-0.1%
77,109
-5.1%
3.78%
-7.7%
Q1 2020$5,787,000
-3.1%
81,248
-7.3%
4.10%
+17.7%
Q4 2019$5,971,00087,6733.49%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Safeguard Investment Advisory Group, LLC 88,333$6,055,0005.41%
Brio Consultants, LLC 244,552$16,764,0004.94%
USAdvisors Wealth Management, LLC 81,423$5,375,0002.60%
Verde Capital Management 83,467$5,722,0002.52%
Centennial Wealth Advisory LLC 39,502$2,708,0001.79%
Stadion Money Management, LLC 296,428$20,320,0000.92%
Onyx Bridge Wealth Group LLC 24,497$1,679,0000.84%
Wechter Feldman Wealth Management, Inc. 9,227$633,0000.47%
Renasant Bank 4,780$328,0000.26%
WEALTHSOURCE PARTNERS, LLC 34,166$2,342,0000.23%
View complete list of ISHARES TR shareholders