Straight Path Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBHF and the CUSIP is 46436E528. A total of 38 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$814,482
+14.3%
36,151
+15.4%
0.55%
+12.9%
Q2 2023$712,416
+56.7%
31,315
+57.0%
0.49%
+35.1%
Q1 2023$454,65519,9410.36%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 159,913$3,602,8493.46%
Commonwealth Financial Services, LLC 383,515$8,640,5842.57%
Scissortail Wealth Management, LLC 69,761$1,547,9971.22%
Straight Path Wealth Management 36,151$814,4820.55%
Sightline Wealth Advisors, LLC 15,882$357,8200.33%
Robertson Stephens Wealth Management, LLC 117,228$2,641,1470.18%
WRAPMANAGER INC 24,321$547,9520.18%
Ironwood Financial, llc 23,448$528,2730.14%
THOROUGHBRED FINANCIAL SERVICES, LLC 63,240$1,4240.14%
Consolidated Portfolio Review Corp 13,189$297,1470.07%
View complete list of ISHARES TR shareholders