KENFARB & CO. - ISHARES TR ownership

ISHARES TR's ticker is GBF and the CUSIP is 464288596. A total of 63 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
KENFARB & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,482,879
-7.4%
14,820
-3.7%
1.36%
-2.7%
Q2 2023$1,600,696
-10.7%
15,390
-9.1%
1.39%
-12.9%
Q1 2023$1,791,900
-7.8%
16,940
-10.6%
1.60%
-7.2%
Q4 2022$1,944,270
-3.6%
18,950
-4.3%
1.72%
-10.1%
Q3 2022$2,017,000
-14.1%
19,800
-4.3%
1.92%
+3.2%
Q2 2022$2,347,0000.0%20,6850.0%1.86%0.0%
Q1 2022$2,347,000
-6.6%
20,6850.0%1.86%
+1.2%
Q4 2021$2,514,00020,6851.84%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
COLTON GROOME FINANCIAL ADVISORS, LLC 31,319$3,216,7341.27%
Beirne Wealth Consulting Services, LLC 14,558$1,495,4350.60%
Destination Wealth Management 167,974$17,252,4140.57%
Aveo Capital Partners, LLC 35,244$3,619,8650.41%
TSA Wealth Managment LLC 6,213$638,1290.27%
Beaumont Capital Management, LLC 2,802$287,7900.22%
Shared Vision Wealth Group LLC 3,749$385,0550.22%
OneDigital Investment Advisors LLC 145,673$14,961,8840.19%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 7,603$780,9370.18%
Biondo Investment Advisors, LLC 11,100$1,140,0670.17%
View complete list of ISHARES TR shareholders