Endowment Wealth Management, Inc. - ISHARES TR ownership

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 Q4 2023
NameSharesValueWeighting ↓
Peloton Wealth Strategists 157,075$3,7121.64%
Werba Rubin Papier Wealth Management 165,056$3,900,2751.35%
Asset Dedication, LLC 285,518$6,7370.57%
Endowment Wealth Management, Inc. 24,665$582,8440.53%
Baltimore-Washington Financial Advisors, Inc. 254,773$6,020,2840.48%
Straight Path Wealth Management 24,365$575,7430.40%
SageView Advisory Group, LLC 248,565$5,873,6030.33%
Northstar Group, Inc. 51,382$1,214,1620.28%
Carr Financial Group Corp 29,076$687,0550.27%
4J Wealth Management LLC 10,841$256,1660.25%
View complete list of ISHARES TR shareholders