Straight Path Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 87 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$781,431
+14.0%
33,682
+13.4%
0.53%
+12.8%
Q2 2023$685,372
+35.6%
29,695
+35.9%
0.47%
+16.9%
Q1 2023$505,32121,8470.40%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Day & Ennis, LLC 43,605$1,036,0000.34%
Timber Creek Capital Management LLC 19,338$459,0000.14%
Northstar Group, Inc. 20,993$498,0000.12%
Klaas Financial Asset Advisors, LLC 19,449$462,0000.11%
IRON Financial LLC 9,232$219,0000.10%
Ironwood Financial, llc 14,263$339,0000.10%
Bradley & Co. Private Wealth Management, LLC 4,495$107,0000.09%
VALLEY NATIONAL ADVISERS INC 18,690$444,0000.08%
Integrated Wealth Concepts LLC 104,513$2,482,0000.08%
FLOW TRADERS U.S. LLC 78,339$1,861,0000.06%
View complete list of ISHARES TR shareholders