Cassia Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 306 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Cassia Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$280,611
-13.8%
11,347
-14.2%
0.23%
-10.5%
Q2 2023$325,600
+0.1%
13,2250.0%0.26%
-1.5%
Q1 2023$325,203
+0.7%
13,2250.0%0.26%
-1.5%
Q4 2022$322,955
+0.3%
13,2250.0%0.26%
-10.2%
Q3 2022$322,000
-1.5%
13,2250.0%0.30%
-9.5%
Q2 2022$327,000
-1.5%
13,2250.0%0.33%
+22.6%
Q1 2022$332,000
-3.2%
13,2250.0%0.27%
+15.7%
Q4 2021$343,00013,2250.23%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Mid-American Wealth Advisory Group, Inc. 653,268$16,155,31813.05%
Ruggaard & Associates LLC 422,716$10,453,7676.22%
Keeler Thomas Management LLC 598,551$15,001,3015.55%
Paradigm, Strategies in Wealth Management, LLC 349,637$8,646,5175.51%
NovaPoint Capital, LLC 553,121$13,678,6865.43%
Gateway Advisory, LLC 1,033,848$25,567,0545.21%
PFG Private Wealth Management, LLC 283,060$7,000,0685.20%
Scissortail Wealth Management, LLC 263,841$6,527,4065.14%
Michael S. Ryan, Inc. 196,272$4,861,6474.64%
Windsor Capital Management, LLC 436,410$10,792,4093.74%
View complete list of ISHARES TR shareholders