Sightline Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHG and the CUSIP is 46436E478. A total of 45 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sightline Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$524,268
+55.3%
23,798
+56.9%
0.33%
+46.8%
Q1 2024$337,522
+2.7%
15,163
+2.5%
0.22%
-11.2%
Q4 2023$328,57614,7940.25%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Straight Path Wealth Management 17,160$374,5290.26%
WRAPMANAGER INC 22,588$492,9990.15%
THOROUGHBRED FINANCIAL SERVICES, LLC 36,555$7970.10%
Ironwood Financial, llc 16,847$367,6980.10%
BBJS FINANCIAL ADVISORS, LLC 10,308$224,9870.09%
Robertson Stephens Wealth Management, LLC 52,525$1,146,3950.08%
IFP Advisors, Inc 57,340$1,342,9350.03%
FLOW TRADERS U.S. LLC 29,108$6350.03%
Safeguard Financial, LLC 1,733$370.02%
Global Retirement Partners, LLC 15,187$331,4720.02%
View complete list of ISHARES TR shareholders