First Ascent Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 105 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
First Ascent Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$292,762
-0.7%
12,925
+1.2%
0.04%
-11.4%
Q1 2023$294,76712,7720.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 97,709$2,215,0001.51%
Capital Investment Advisors, LLC 1,369,081$31,036,0001.06%
H. L. Ormond & Company, LLC 22,096$501,0000.80%
BENJAMIN F. EDWARDS & COMPANY, INC. 555,708$12,597,0000.63%
4J Wealth Management LLC 17,020$386,0000.49%
W.H. Cornerstone Investments Inc. 17,868$403,0000.42%
Sargent Bickham Lagudis LLC 194,015$4,398,0000.39%
CONFLUENCE INVESTMENT MANAGEMENT LLC 688,268$15,602,0000.26%
BENJAMIN EDWARDS INC 23,513$533,0000.16%
BARRETT & COMPANY, INC. 9,174$208,3870.14%
View complete list of ISHARES TR shareholders