Straight Path Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBHG and the CUSIP is 46436E478. A total of 23 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$451,865
+20.6%
20,992
+22.3%
0.31%
+19.1%
Q2 2023$374,529
+8.7%
17,160
+9.5%
0.26%
-6.2%
Q1 2023$344,42715,6700.27%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 184,873$3,979,4971.18%
Straight Path Wealth Management 20,992$451,8650.31%
WRAPMANAGER INC 24,160$520,0580.17%
Ironwood Financial, llc 19,690$423,8390.11%
THOROUGHBRED FINANCIAL SERVICES, LLC 44,574$9590.09%
Robertson Stephens Wealth Management, LLC 58,731$1,264,2200.08%
BBJS FINANCIAL ADVISORS, LLC 10,314$222,0100.08%
IFP Advisors, Inc 43,941$945,8680.04%
Global Retirement Partners, LLC 30,428$645,3830.03%
NewEdge Advisors, LLC 82,589$1,777,7770.02%
View complete list of ISHARES TR shareholders