DB Wealth Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 106 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
DB Wealth Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,429
-3.9%
1160.0%0.01%0.0%
Q2 2023$18,141
+5.7%
1160.0%0.01%0.0%
Q1 2023$17,161
+7.1%
1160.0%0.01%
+10.0%
Q4 2022$16,025
+6.8%
1160.0%0.01%
-9.1%
Q3 2022$15,000
-6.2%
1160.0%0.01%0.0%
Q2 2022$16,000
-15.8%
1160.0%0.01%0.0%
Q1 2022$19,000
-44.1%
116
-41.4%
0.01%
-45.0%
Q4 2021$34,000
+3.0%
1980.0%0.02%
-4.8%
Q3 2021$33,000
+73.7%
198
+70.7%
0.02%
+75.0%
Q2 2021$19,000
+5.6%
1160.0%0.01%0.0%
Q1 2021$18,000
+5.9%
1160.0%0.01%
-7.7%
Q4 2020$17,0001160.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders