Fermata Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 58 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$230,835
-64.7%
4,390
-68.3%
0.06%
-70.1%
Q3 2023$654,190
-10.2%
13,845
-3.2%
0.18%
-14.8%
Q4 2022$728,587
+0.5%
14,308
-0.9%
0.22%
-8.5%
Q3 2022$725,000
-11.0%
14,444
-1.4%
0.24%
-16.9%
Q2 2022$815,000
+10.3%
14,656
+26.9%
0.28%
+2.5%
Q1 2022$739,000
+6.0%
11,546
+19.4%
0.28%
+8.6%
Q4 2021$697,000
+86.9%
9,667
+85.7%
0.26%
+54.5%
Q3 2021$373,0005,2070.16%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
STABLEFORD CAPITAL II LLC 167,638$8,567,9783.44%
Peak Financial Management, Inc. 162,533$8,307,0482.63%
Verde Capital Management 139,387$7,124,0602.44%
Independent Wealth Network Inc. 65,603$3,352,9521.57%
Rooted Wealth Advisors, Inc. 59,307$2,9651.46%
Centennial Wealth Advisory LLC 46,175$2,360,0111.09%
Safeguard Investment Advisory Group, LLC 40,712$2,080,7940.71%
Focus Financial Network, Inc. 230,864$11,183,1090.54%
Cresta Advisors, Ltd. 16,570$846,8930.54%
Renasant Bank 14,477$739,9190.53%
View complete list of ISHARES TR shareholders