Horizons Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 70 filers reported holding ISHARES TR in Q4 2022. 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
Q2 2024$1,000,248
-14.5%
44,025
-14.0%
0.79%
+3.1%
Q1 2024$1,170,0140.0%51,1930.0%0.77%0.0%
Q4 2023$1,170,014
+85.1%
51,193
+81.9%
0.77%
+66.4%
Q3 2023$632,216
+257.2%
28,136
+260.1%
0.46%
+265.9%
Q2 2023$176,987
+47.3%
7,814
+50.1%
0.13%
+43.2%
Q1 2023$120,131
+226562.3%
5,205
+123.4%
0.09%
+109.5%
Q4 2022$532,3300.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 634,479$14,373,9956.27%
Denver PWM, LLC 555,420$12,582,9195.02%
MKT Advisors LLC 359,768$8,146,9474.05%
SHELTON WEALTH MANAGEMENT, LLC 182,784$4,140,9352.35%
Trust Co 525,682$11,909,1591.54%
MV CAPITAL MANAGEMENT, INC. 561,562$12,722,0661.43%
HM PAYSON & CO 3,314,728$75,094,5011.36%
Keeler Thomas Management LLC 174,277$3,952,8551.35%
Atlantic Private Wealth, LLC 64,371$1,458,3051.19%
Capital Investment Advisors, LLC 2,291,073$51,903,7961.17%
View complete list of ISHARES TR shareholders