Safeguard Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Safeguard Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,829,497
+100256.4%
76,741
+0.2%
0.88%
+0.6%
Q2 2023$1,823
-1.7%
76,597
-0.8%
0.88%
-22.0%
Q1 2023$1,854
-4.8%
77,211
-5.4%
1.13%
-19.2%
Q4 2022$1,947
-99.9%
81,646
+25.4%
1.39%
-3.5%
Q3 2022$1,559,000
+152.3%
65,105
+157.0%
1.44%
+95.7%
Q2 2022$618,00025,3300.74%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 486,805$11,688,12810.53%
INSIGHT 2811, INC. 660,251$15,852,6279.80%
4J Wealth Management LLC 243,206$5,839,3736.27%
Campbell Wealth Management 1,666,508$40,0135.01%
Keeler Thomas Management LLC 423,291$10,163,2114.78%
Stephens Consulting, LLC 317,562$7,624,6534.60%
Day & Ennis, LLC 512,996$12,317,0344.56%
Reliant Wealth Planning 258,277$6,201,2313.84%
MV CAPITAL MANAGEMENT, INC. 1,093,330$26,250,8653.69%
Trinity Wealth Management, LLC 204,519$4,910,5013.22%
View complete list of ISHARES TR shareholders