Safeguard Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 105 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$1335,8910.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Journey Advisory Group, LLC 524,105$12,096,3441.90%
Royal Harbor Partners, LLC 134,073$3,094,4051.66%
Vista Private Wealth Partners. LLC 128,224$2,962,6091.30%
Capital Investment Advisors, LLC 1,616,082$37,299,1651.10%
4J Wealth Management LLC 22,309$514,8950.55%
W.H. Cornerstone Investments Inc. 17,282$3990.36%
CONFLUENCE INVESTMENT MANAGEMENT LLC 919,171$21,214,4760.31%
Epic Trust Investment Advisors, LLC 10,304$237,8190.29%
Conrad Siegel Investment Advisors, Inc. 13,491$311,3730.28%
JDM Financial Group LLC 12,772$294,7670.27%
View complete list of ISHARES TR shareholders