Straight Path Wealth Management - ISHARES TR ownership

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ISHARES TR's ticker is and the CUSIP is 46436E387. A total of 12 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$403,299
+13.0%
18,183
+14.9%
0.27%
+11.4%
Q2 2023$356,899
+19.6%
15,820
+20.7%
0.24%
+3.4%
Q1 2023$298,384–13,110–0.24%–
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Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Straight Path Wealth Management 18,183$403,2990.27%
WRAPMANAGER INC 22,577$500,7580.16%
Bradley & Co. Private Wealth Management, LLC 300$6,6540.01%
Integrated Wealth Concepts LLC 9,300$206,2740.00%
IFP Advisors, Inc 3,022$67,0210.00%
BlackRock Inc. 180,000$3,992,4000.00%
CWM, LLC 670$150.00%
OSAIC HOLDINGS, INC. 1,178$26,1280.00%
BANK OF AMERICA CORP /DE/ 7,563$167,7470.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
View complete list of ISHARES TR shareholders