Straight Path Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 100 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
Mid-American Wealth Advisory Group, Inc. 1,326,417$30,613,69624.72%
ARROW FINANCIAL CORP 1,080,865$25,076,0682.94%
ABSOLUTE CAPITAL MANAGEMENT, LLC 127,000$2,946,4002.83%
Tyler-Stone Wealth Management 93,515$2,1701.24%
Werba Rubin Papier Wealth Management 113,973$2,644,1650.94%
Peloton Wealth Strategists 86,860$2,0150.93%
Carr Financial Group Corp 86,962$2,007,9540.79%
Baltimore-Washington Financial Advisors, Inc. 348,906$8,094,6170.66%
Day & Ennis, LLC 67,860$1,574,3520.59%
Endowment Wealth Management, Inc. 27,313$633,6540.57%
View complete list of ISHARES TR shareholders