Accretive Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Accretive Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$308,364
+0.0%
12,4240.0%0.18%
+0.5%
Q2 2023$308,2390.0%12,4240.0%0.18%
-7.1%
Q1 2023$308,23912,4240.20%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Arlington Partners LLC 15,722,396$390,072,64555.49%
Cassia Capital Partners, LLC 665,145$16,502,24713.25%
Kerntke Otto McGlone Wealth Management Group 427,654$10,610,00010.91%
American Planning Services, Inc. 548,412$13,606,1029.22%
Campbell Wealth Management 2,178,145$54,0406.77%
Trinity Wealth Management, LLC 358,745$8,900,4635.84%
Keeler Thomas Management LLC 407,722$10,115,5904.75%
Day & Ennis, LLC 499,707$12,397,7314.59%
Reliant Wealth Planning 251,996$6,252,0213.88%
MV CAPITAL MANAGEMENT, INC. 1,071,139$26,574,9683.73%
View complete list of ISHARES TR shareholders