Straight Path Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 70 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$528,598
-8.2%
22,360
-8.2%
0.36%
-9.4%
Q2 2023$575,743
+11.6%
24,365
+11.5%
0.40%
-3.7%
Q1 2023$515,92621,8520.41%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Peloton Wealth Strategists 157,075$3,7121.64%
Werba Rubin Papier Wealth Management 165,056$3,900,2751.35%
Asset Dedication, LLC 285,518$6,7370.57%
Endowment Wealth Management, Inc. 24,665$582,8440.53%
Baltimore-Washington Financial Advisors, Inc. 254,773$6,020,2840.48%
Straight Path Wealth Management 24,365$575,7430.40%
SageView Advisory Group, LLC 248,565$5,873,6030.33%
Northstar Group, Inc. 51,382$1,214,1620.28%
Carr Financial Group Corp 29,076$687,0550.27%
4J Wealth Management LLC 10,841$256,1660.25%
View complete list of ISHARES TR shareholders