Kerntke Otto McGlone Wealth Management Group - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 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
Kerntke Otto McGlone Wealth Management Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$255,229
+9.5%
10,320
+9.2%
0.26%
+15.4%
Q2 2023$233,000
+0.9%
9,448
+0.7%
0.23%
-4.2%
Q1 2023$231,000
+6.0%
9,379
+5.0%
0.24%
-5.2%
Q4 2022$218,0008,9350.25%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 207,849$5,390,0005.46%
Aptus Capital Advisors, LLC 6,433,684$166,825,0005.01%
Tillar-Wenstrup Advisors, LLC 387,967$10,060,0004.74%
Cribstone Capital Management, LLC 199,834$5,182,0002.88%
PFG Private Wealth Management, LLC 202,248$5,244,0002.71%
RVW Wealth, LLC 885,597$22,964,0002.56%
SONATA CAPITAL GROUP INC 230,556$5,978,0002.50%
Peloton Wealth Strategists 227,200$5,891,0002.36%
CORDA Investment Management, LLC. 984,800$25,536,0002.01%
TOBIAS FINANCIAL ADVISORS, INC. 984,800$25,536,0002.01%
View complete list of ISHARES TR shareholders