SWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 290 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
SWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$337,078
-1.7%
13,826
-1.1%
0.18%
-7.9%
Q1 2023$342,757
+9.6%
13,973
+8.7%
0.19%
+1.1%
Q4 2022$312,730
+0.9%
12,859
+0.1%
0.19%
-6.4%
Q3 2022$310,00012,8450.20%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
TLWM 319,416$8,265,0004.25%
Gateway Advisory, LLC 282,327$7,307,0002.48%
CAPITAL ADVISORS INC/OK 1,772,633$45,397,0002.24%
Signature Wealth Management Group 112,353$2,908,0001.92%
Motley Fool Wealth Management, LLC 975,507$25,246,0001.67%
Day & Ennis, LLC 117,665$3,045,0001.57%
Capital Investment Advisors, LLC 1,065,165$27,566,0001.44%
Aptus Capital Advisors, LLC 811,145$20,935,0001.17%
SIGMA INVESTMENT COUNSELORS INC 374,538$9,693,0001.10%
Ranch Capital Advisors Inc. 36,679$949,0001.02%
View complete list of ISHARES TR shareholders