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 167,847$3,818,5823.52%
Straight Path Wealth Management 31,315$712,4160.49%
Robertson Stephens Wealth Management, LLC 189,488$4,310,8520.30%
WRAPMANAGER INC 22,791$518,4950.16%
THOROUGHBRED FINANCIAL SERVICES, LLC 44,028$1,0010.13%
Ironwood Financial, llc 21,397$486,7720.13%
Day & Ennis, LLC 13,332$303,3030.12%
Consolidated Portfolio Review Corp 12,935$294,2820.07%
Sunbelt Securities, Inc. 13,202$300,3550.04%
Safeguard Financial, LLC 3,304$750.04%
View complete list of ISHARES TR shareholders