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. 1,029,481$45,0601.73%
BENJAMIN EDWARDS INC 94,235$4,1250.98%
Alaska Permanent Fund Corp 550,000$24,073,5000.45%
CONFLUENCE INVESTMENT MANAGEMENT LLC 492,557$21,559,2200.33%
Visionary Wealth Advisors 34,353$1,503,6500.12%
NOTTINGHAM ADVISORS, INC. 28,384$736,6050.11%
STIFEL FINANCIAL CORP 1,590,545$69,618,1890.10%
SHEETS SMITH WEALTH MANAGEMENT 13,911$608,8840.09%
Bank Julius Baer & Co. Ltd, Zurich 324,056$14,1840.08%
Zuckerman Investment Group, LLC 9,103$398,4380.06%
View complete list of ISHARES TR shareholders