Fermata Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 60 filers reported holding ISHARES TR in Q4 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
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 Q4 2022
NameSharesValueWeighting ↓
Brio Consultants, LLC 231,760$17,711,0005.72%
Provident Wealth Management, LLC 46,351$3,542,0004.11%
Verde Capital Management 78,860$6,026,0003.00%
Safeguard Investment Advisory Group, LLC 32,331$2,470,0002.19%
Onyx Bridge Wealth Group LLC 23,703$1,811,0001.19%
Centennial Wealth Advisory LLC 29,754$2,274,0000.87%
Stadion Money Management, LLC 281,705$21,528,0000.78%
Wechter Feldman Wealth Management, Inc. 6,416$490,0000.36%
Renasant Bank 4,732$361,0000.30%
Inscription Capital, LLC 8,467$647,0000.25%
View complete list of ISHARES TR shareholders