Cassia Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 171 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Cassia Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$16,664,073
+1.0%
671,668
+1.0%
13.14%
-0.8%
Q1 2023$16,502,247
-1.5%
665,145
-1.9%
13.25%
-3.8%
Q4 2022$16,750,540
+1.2%
678,160
+1.5%
13.77%
-9.2%
Q3 2022$16,553,000668,28215.16%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Arlington Trust Co LLC 2,735,336$67,891,04027.87%
Arlington Partners LLC 2,735,336$67,891,04027.87%
Kerntke Otto McGlone Wealth Management Group 470,100$11,667,88812.03%
Campbell Wealth Management 2,304,679$57,2026.96%
Trinity Wealth Management, LLC 384,434$9,541,6525.92%
Day & Ennis, LLC 563,026$13,974,3135.21%
Michael S. Ryan, Inc. 202,482$5,023,5694.79%
Keeler Thomas Management LLC 485,810$12,058,7714.46%
MV CAPITAL MANAGEMENT, INC. 1,034,880$25,685,7313.43%
Vista Private Wealth Partners. LLC 318,156$7,863,2143.29%
View complete list of ISHARES TR shareholders