Straight Path Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 148 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Straight Path Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$266,792
+26.5%
12,549
+27.3%
0.14%
+16.1%
Q1 2024$210,897
-1.1%
9,8550.0%0.12%
-5.6%
Q4 2023$213,2629,8550.12%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 296,134$6,278,0483.70%
Gateway Advisory, LLC 807,316$17,115,0993.63%
4Thought Financial Group Inc. 167,395$3,548,7862.83%
Platte River Wealth Advisors, LLC 326,432$6,920,3582.42%
Keeler Thomas Management LLC 253,955$5,389,2302.18%
Signature Wealth Management Group 191,873$4,067,7041.89%
Guidance Point Advisors, LLC 185,874$3,940,5561.51%
Evergreen Wealth Solutions, LLC 56,297$1,193,5071.20%
SIGMA INVESTMENT COUNSELORS INC 721,711$15,300,2751.12%
Peloton Wealth Strategists 103,700$2,1980.97%
View complete list of ISHARES TR shareholders