Safeguard Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 71 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Safeguard Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$371,5970.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CALTON & ASSOCIATES, INC. 110,245$2,733,0000.52%
VALLEY NATIONAL ADVISERS INC 78,663$1,950,0000.36%
Bradley & Co. Private Wealth Management, LLC 12,132$301,0000.26%
Peloton Wealth Strategists 20,000$496,0000.20%
CHILDRESS CAPITAL ADVISORS, LLC 16,907$419,0000.19%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$397,0000.18%
Bellecapital International Ltd. 21,251$527,0000.16%
Northstar Group, Inc. 22,429$556,0000.15%
Timber Creek Capital Management LLC 18,106$448,0000.14%
FLOW TRADERS U.S. LLC 90,778$2,250,0000.11%
View complete list of ISHARES TR shareholders