Fermata Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
Safeguard Investment Advisory Group, LLC 88,333$6,055,0005.41%
Brio Consultants, LLC 244,552$16,764,0004.94%
USAdvisors Wealth Management, LLC 81,423$5,375,0002.60%
Verde Capital Management 83,467$5,722,0002.52%
Centennial Wealth Advisory LLC 39,502$2,708,0001.79%
Stadion Money Management, LLC 296,428$20,320,0000.92%
Onyx Bridge Wealth Group LLC 24,497$1,679,0000.84%
Wechter Feldman Wealth Management, Inc. 9,227$633,0000.47%
Renasant Bank 4,780$328,0000.26%
WEALTHSOURCE PARTNERS, LLC 34,166$2,342,0000.23%
View complete list of ISHARES TR shareholders