Endowment Wealth Management, Inc. - ISHARES TR ownership

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 Q4 2023
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 668,282$16,553,00015.16%
IFG Advisory, LLC 1,355,716$33,581,0003.05%
STUDIO INVESTMENT MANAGEMENT LLC 311,040$7,704,461,0002.77%
Reliant Wealth Planning 259,709$6,432,0002.73%
Richard P Slaughter Associates Inc 254,059$6,293,0002.63%
Campbell Wealth Management 573,542$14,207,0002.05%
SUMMITRY LLC 1,086,953$26,924,0002.03%
Safeguard Financial, LLC 78,270$1,939,0001.80%
OLD SECOND NATIONAL BANK OF AURORA 216,064$5,352,0001.65%
Royal Harbor Partners, LLC 90,477$2,241,0001.53%
View complete list of ISHARES TR shareholders