Straight Path Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 73 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 372,655$8,705,221,00011.41%
Peloton Wealth Strategists 107,825$2,519,0001.31%
Asset Dedication, LLC 174,583$4,072,0000.45%
Northstar Group, Inc. 51,820$1,210,0000.36%
VALLEY NATIONAL ADVISERS INC 60,357$1,412,0000.29%
4J Wealth Management LLC 9,671$226,0000.29%
Quad-Cities Investment Group, LLC 12,809$299,0000.23%
Timber Creek Capital Management LLC 24,251$566,0000.22%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$374,0000.19%
WRAPMANAGER INC 23,410$547,0000.18%
View complete list of ISHARES TR shareholders