Cyndeo Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 278 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cyndeo Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$607,869
+100.8%
25,349
+100.4%
0.05%
+92.0%
Q1 2024$302,76912,6470.02%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
SevenOneSeven Capital Management 9,486$226,33610.43%
Kerntke Otto McGlone Wealth Management Group 314,979$7,515,4177.50%
Financial Strategies Group, Inc. 898,093$21,491,3776.14%
Faithward Advisors, LLC 1,148,064$27,392,8006.08%
Day & Ennis, LLC 637,510$15,210,9995.37%
Scissortail Wealth Management, LLC 681,793$16,322,1215.17%
Campbell Wealth Management 1,800,252$42,9545.10%
4J Wealth Management LLC 217,361$5,186,2244.74%
Atlantic Private Wealth, LLC 185,145$4,417,5513.95%
Hills Bank & Trust Co 1,591,657$37,976,9363.71%
View complete list of ISHARES TR shareholders