SWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is HYBB and the CUSIP is 46435U473. A total of 28 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
SWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$942,593
-18.9%
21,039
-17.7%
0.49%
-23.9%
Q1 2023$1,162,713
-33.0%
25,571
-34.6%
0.65%
-38.2%
Q4 2022$1,734,70839,0701.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BENJAMIN F. EDWARDS & COMPANY, INC. 1,161,468$52,8122.21%
BENJAMIN EDWARDS INC 111,185$5,0561.23%
Visionary Wealth Advisors 173,652$7,895,9690.67%
SWMG, LLC 25,571$1,162,7130.65%
CONFLUENCE INVESTMENT MANAGEMENT LLC 591,201$26,881,9090.40%
NOTTINGHAM ADVISORS, INC. 35,186$1,599,9070.21%
STIFEL FINANCIAL CORP 1,818,843$82,702,8350.12%
SHEETS SMITH WEALTH MANAGEMENT 13,386$608,6610.09%
Atria Investments, Inc 39,701$1,805,2040.03%
Municipal Employees' Retirement System of Michigan 36,439$1,6570.03%
View complete list of ISHARES TR shareholders