Treasure Coast Financial Planning - ISHARES TR ownership

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 239 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Treasure Coast Financial Planning ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$278,783
-53.0%
12,001
-52.9%
0.18%
-56.0%
Q4 2023$593,477
+0.9%
25,4930.0%0.41%
+1.5%
Q3 2023$588,378
-0.2%
25,4930.0%0.41%
+2.3%
Q2 2023$589,653
-1.7%
25,4930.0%0.40%
-4.8%
Q1 2023$599,85025,4930.42%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Denver PWM, LLC 567,571$13,178,9915.26%
Atlantic Private Wealth, LLC 240,018$5,573,2284.54%
MKT Advisors LLC 352,799$8,174,3534.07%
Kerntke Otto McGlone Wealth Management Group 183,919$4,270,6003.99%
Hills Bank & Trust Co 2,067,890$48,016,4063.89%
MOSELEY INVESTMENT MANAGEMENT INC 352,980$8,196,1953.80%
Keeler Thomas Management LLC 321,043$7,461,1152.54%
Scissortail Wealth Management, LLC 416,397$9,668,7222.46%
GLOBALT Investments LLC / GA 2,649,635$61,524,5312.46%
Lunt Capital Management, Inc. 208,125$4,832,6622.38%
View complete list of ISHARES TR shareholders