Cassady Schiller Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$14,292
-72.7%
124
-72.8%
0.01%
-75.0%
Q4 2022$52,3904560.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 1,401,136$160,976,56624.11%
Pacific Sage Partners, LLC 294,130$33,792,59611.22%
Highview Capital Management LLC/DE/ 151,810$17,441,45110.62%
Rain Capital Management, LLC 114,237$13,124,6549.85%
Gould Capital, LLC 98,843$11,356,0729.07%
SNS Financial Group, LLC 534,467$61,404,8738.29%
Eley Financial Management, Inc 129,042$14,825,6357.99%
Bond & Devick Financial Network, Inc. 93,206$10,708,4377.63%
Heirloom Wealth Management 102,555$11,782,5447.34%
OGOREK ANTHONY JOSEPH /NY/ /ADV 145,813$16,7527.28%
View complete list of ISHARES TR shareholders