Safeguard Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Safeguard Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$391,6140.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 155,783$4,088,0004.40%
Signature Wealth Management Group 76,901$2,018,0001.77%
Motley Fool Wealth Management, LLC 514,103$13,490,0000.97%
Timber Creek Capital Management LLC 48,765$1,279,0000.93%
Avestar Capital, LLC 32,238$846,0000.46%
BENJAMIN EDWARDS INC 12,869$338,0000.35%
Peloton Wealth Strategists 16,000$420,0000.34%
BENJAMIN F. EDWARDS & COMPANY, INC. 128,038$3,360,0000.29%
Wealth Advisory Solutions, LLC 31,867$836,0000.28%
HMS Capital Management, LLC 10,834$284,0000.28%
View complete list of ISHARES TR shareholders