Endowment Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 292 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$412,171
+2.1%
7,072
+7.0%
0.37%0.0%
Q2 2023$403,835
+19.4%
6,607
+17.4%
0.37%
+8.8%
Q1 2023$338,155
+27.8%
5,628
+19.1%
0.34%
+16.8%
Q4 2022$264,6294,7270.29%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$516,416,74932.75%
AAF Wealth Management, LLC 391,010$22,788,09314.64%
TFC Financial Management, Inc. 962,684$56,105,24713.39%
Standpoint Asset Management, LLC 485,400$28,289,1129.34%
Delap Wealth Advisory, LLC 162,074$9,445,6739.13%
AMARILLO NATIONAL BANK 745,418$43,442,9619.10%
DDFG, Inc 381,795$22,251,0248.20%
MCF Advisors LLC 1,301,369$75,843,7916.84%
BRIGGS ADVISORY GROUP, INC. 203,969$11,887,3196.80%
Capital Asset Advisory Services LLC 1,356,037$79,694,2865.46%
View complete list of ISHARES TR shareholders