Safeguard Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Safeguard Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$802,097
+93384.5%
34,753
-6.3%
0.39%
-6.3%
Q2 2023$858
-13.8%
37,103
-12.2%
0.41%
-31.6%
Q1 2023$995
-10.7%
42,271
-11.7%
0.60%
-24.3%
Q4 2022$1,114
-99.8%
47,868
+87.8%
0.80%
+45.4%
Q3 2022$593,000
+45.3%
25,489
+49.6%
0.55%
+12.7%
Q2 2022$408,00017,0350.49%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 362,876$8,367,8886.59%
MOSELEY INVESTMENT MANAGEMENT INC 263,629$6,084,5573.64%
Hills Bank & Trust Co 1,044,207$24,100,2972.80%
FinTrust Capital Advisors, LLC 519,925$11,999,8692.66%
Keeler Thomas Management LLC 270,519$6,185,2652.29%
MV CAPITAL MANAGEMENT, INC. 656,757$15,157,9462.02%
Altus Wealth Group LLC 135,583$3,129,2561.98%
Denver PWM, LLC 202,994$4,666,8331.95%
Journey Advisory Group, LLC 547,592$12,638,4241.89%
Lunt Capital Management, Inc. 151,726$3,501,8361.85%
View complete list of ISHARES TR shareholders