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 ↓
Straight Path Wealth Management 15,670$344,4270.27%
WRAPMANAGER INC 22,704$499,0340.15%
Ironwood Financial, llc 16,677$366,5600.10%
THOROUGHBRED FINANCIAL SERVICES, LLC 29,090$6390.09%
BBJS FINANCIAL ADVISORS, LLC 10,303$226,4620.09%
Robertson Stephens Wealth Management, LLC 52,525$1,154,5000.09%
FLOW TRADERS U.S. LLC 54,582$1,2000.05%
IFP Advisors, Inc 20,689$517,5100.02%
OSAIC HOLDINGS, INC. 192,666$4,234,6150.01%
Bradley & Co. Private Wealth Management, LLC 315$6,9240.01%
View complete list of ISHARES TR shareholders