Leo Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 186 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Leo Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,989,711
+6.5%
87,867
+6.7%
0.20%
+6.3%
Q1 2024$1,869,092
+9.6%
82,324
+10.3%
0.19%
+7.9%
Q4 2023$1,704,90074,6200.18%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Journey Advisory Group, LLC 545,044$12,456,9811.69%
MV CAPITAL MANAGEMENT, INC. 527,009$12,044,7931.52%
MKT Advisors LLC 94,835$2,160,3411.43%
Trust Co 470,215$10,746,7221.38%
SHELTON WEALTH MANAGEMENT, LLC 84,836$1,938,9271.38%
Old Port Advisors 164,626$3,762,5281.25%
Capital Investment Advisors, LLC 2,040,732$46,640,9341.17%
Accretive Wealth Partners, LLC 92,168$2,106,5001.01%
Horizons Wealth Management 51,193$1,170,0140.77%
Lantz Financial LLC 87,964$2,010,4180.73%
View complete list of ISHARES TR shareholders