Safeguard Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 119 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 2024$724,697
+55.0%
31,967
+56.0%
0.20%
+32.9%
Q1 2024$467,540
+100.0%
20,488
+102.2%
0.15%
+70.8%
Q4 2023$233,773
+2125109.1%
10,133
+1808.3%
0.09%
+1680.0%
Q2 2023$115310.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 312,271$6,9234.30%
4Thought Financial Group Inc. 132,108$2,929,0002.64%
Signature Wealth Management Group 184,472$4,089,7372.00%
Klingman & Associates, LLC 1,021,610$22,649,1021.99%
Seneca House Advisors 146,538$3,248,7481.80%
Aptus Capital Advisors, LLC 2,464,372$54,635,1271.68%
Guidance Point Advisors, LLC 155,452$3,446,3631.46%
Peloton Wealth Strategists 124,700$2,7651.33%
SIGMA INVESTMENT COUNSELORS INC 660,351$14,639,9721.20%
Matthew Goff Investment Advisor, LLC 206,849$4,585,8391.20%
View complete list of ISHARES TR shareholders