Koss-Olinger Consulting, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Koss-Olinger Consulting, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$509,000
+3.0%
21,924
+3.3%
0.05%
-2.1%
Q4 2023$494,000
+108.4%
21,224
+106.4%
0.05%
+37.1%
Q3 2023$237,00010,2830.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Keeler Thomas Management LLC 260,543$6,035,9182.44%
FinTrust Capital Advisors, LLC 410,135$9,547,9352.29%
MV CAPITAL MANAGEMENT, INC. 736,717$17,040,2632.26%
Altus Wealth Group LLC 138,696$3,208,0381.97%
Journey Advisory Group, LLC 538,630$12,458,5121.85%
Denver PWM, LLC 192,192$4,428,1211.83%
Rinkey Investments 168,443$3,896,0871.78%
Royal Harbor Partners, LLC 153,076$3,540,6481.74%
Freestone Capital Holdings, LLC 1,835,648$42,458,5381.71%
CAPTRUST FINANCIAL ADVISORS 17,571,678$406,432,7591.60%
View complete list of ISHARES TR shareholders