Endowment Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 71 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$655,827
+12.5%
27,742
+12.5%
0.59%
+10.3%
Q2 2023$582,844
+5.6%
24,665
+5.5%
0.53%
-3.8%
Q1 2023$551,945
+99.8%
23,378
+98.6%
0.56%
+82.6%
Q4 2022$276,25011,7700.30%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 376,126$8,799,00014.12%
Peloton Wealth Strategists 101,300$2,370,0001.16%
Asset Dedication, LLC 170,602$3,984,0000.59%
Northstar Group, Inc. 53,817$1,260,0000.36%
VALLEY NATIONAL ADVISERS INC 70,883$1,660,0000.35%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$374,0000.19%
Timber Creek Capital Management LLC 23,998$561,0000.19%
Bellecapital International Ltd. 25,964$607,0000.17%
McLean Asset Management Corp 17,542$410,0000.16%
Bradley & Co. Private Wealth Management, LLC 5,717$133,0000.15%
View complete list of ISHARES TR shareholders