Safeguard Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Safeguard Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$332,166
+96180.0%
13,432
-4.3%
0.16%
-3.6%
Q2 2023$345
-54.8%
14,041
-54.8%
0.17%
-64.2%
Q1 2023$764
+39.4%
31,057
+38.5%
0.46%
+18.4%
Q4 2022$548
-99.9%
22,430
+17.7%
0.39%
-8.8%
Q3 2022$464,00019,0510.43%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders