Horizons Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 86 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
Horizons Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$57,273
+27.6%
2,558
+24.5%
0.04%
+15.2%
Q3 2023$44,880
+89.5%
2,054
+92.1%
0.03%
+94.1%
Q2 2023$23,678
-2.3%
1,0690.0%0.02%
-5.6%
Q1 2023$24,2241,0690.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
4J Wealth Management LLC 106,479$2,412,8252.59%
FinTrust Capital Advisors, LLC 450,022$10,010,9272.43%
Royal Harbor Partners, LLC 137,398$3,113,4391.67%
Altus Wealth Group LLC 55,418$1,255,7720.85%
Denver PWM, LLC 67,940$1,543,2670.68%
KCS Wealth Advisory 67,994$1,540,7330.58%
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,437,738$32,579,1380.48%
Stratos Wealth Partners, LTD. 408,845$9,264,4370.25%
Granite Harbor Advisors, Inc. 11,337$256,8960.23%
JDM Financial Group LLC 9,113$206,5050.19%
View complete list of ISHARES TR shareholders