Wealth Advisory Solutions, LLC - 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
Wealth Advisory Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$350,000
-8.6%
13,281
-14.3%
0.10%
-25.4%
Q1 2020$383,000
-6.8%
15,505
-3.1%
0.13%
+20.4%
Q4 2019$411,00016,0090.11%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 999,372$24,335,0006.03%
Paradigm, Strategies in Wealth Management, LLC 234,436$5,709,0005.21%
Tillar-Wenstrup Advisors, LLC 394,512$9,606,0004.80%
PFG Private Wealth Management, LLC 285,412$6,950,0004.56%
Windsor Capital Management, LLC 445,699$10,852,0004.06%
Signature Wealth Management Group 285,826$6,960,0003.54%
Cribstone Capital Management, LLC 214,655$5,227,0003.23%
Summit Asset Management, LLC 398,831$9,712,0003.14%
Peloton Wealth Strategists 244,200$5,946,0003.09%
SONATA CAPITAL GROUP INC 228,415$5,562,0003.06%
View complete list of ISHARES TR shareholders