Endowment Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$716,031
+16.0%
28,849
+16.0%
0.64%
+13.8%
Q2 2023$617,036
+5.3%
24,870
+5.3%
0.56%
-4.1%
Q1 2023$586,175
+112.9%
23,627
+112.0%
0.59%
+94.4%
Q4 2022$275,26611,1440.30%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Arlington Trust Co LLC 2,735,336$67,891,04027.87%
Arlington Partners LLC 2,735,336$67,891,04027.87%
Kerntke Otto McGlone Wealth Management Group 470,100$11,667,88812.03%
Campbell Wealth Management 2,304,679$57,2026.96%
Trinity Wealth Management, LLC 384,434$9,541,6525.92%
Day & Ennis, LLC 563,026$13,974,3135.21%
Michael S. Ryan, Inc. 202,482$5,023,5694.79%
Keeler Thomas Management LLC 485,810$12,058,7714.46%
MV CAPITAL MANAGEMENT, INC. 1,034,880$25,685,7313.43%
Vista Private Wealth Partners. LLC 318,156$7,863,2143.29%
View complete list of ISHARES TR shareholders