Masso Torrence Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Masso Torrence Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,351,977
+3.8%
55,477
+3.8%
1.04%
+10.5%
Q2 2023$1,303,019
+4.9%
53,446
+5.5%
0.94%
-4.5%
Q1 2023$1,242,739
+14.7%
50,662
+13.7%
0.98%
+14.0%
Q4 2022$1,083,52944,5530.86%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 222,518$5,970,0004.11%
Aptus Capital Advisors, LLC 3,550,093$95,249,0003.42%
RVW Wealth, LLC 933,074$25,000,0003.26%
TLWM 296,858$7,963,0003.02%
4Thought Financial Group Inc. 116,063$3,114,0003.00%
Gateway Advisory, LLC 304,624$8,173,0002.07%
Sound View Wealth Advisors Group, LLC 328,361$8,810,0002.05%
Peloton Wealth Strategists 161,200$4,325,0002.03%
CAPITAL ADVISORS INC/OK 2,258,399$60,593,0001.98%
Signature Wealth Management Group 124,377$3,337,0001.96%
View complete list of ISHARES TR shareholders