Gateway Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Gateway Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,131,630
+18.3%
40,774
+20.2%
0.74%
+19.4%
Q2 2023$3,491,089
+4.9%
33,927
+6.5%
0.62%
+21.9%
Q1 2023$3,327,693
+4.7%
31,847
+2.7%
0.51%
-6.2%
Q4 2022$3,178,00231,0170.55%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DT Investment Partners, LLC 810,560$92,201,00012.00%
Wealthstar Advisors, LLC 217,800$24,770,0008.50%
GERMAN AMERICAN BANCORP, INC. 491,025$55,854,0007.83%
Strategic Financial Services, Inc, 899,995$102,374,0007.62%
MERIDIAN MANAGEMENT CO 172,825$19,659,0005.70%
C M BIDWELL & ASSOCIATES LTD 45,770$5,206,0003.20%
NORTHWEST INVESTMENT COUNSELORS, LLC 106,219$12,082,0002.97%
HOWE & RUSLING INC 208,196$23,682,0002.78%
Integrated Investment Consultants, LLC 89,586$10,191,0002.72%
Bank of New Hampshire 85,486$9,724,0002.36%
View complete list of ISHARES TR shareholders