Alpha Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHD and the CUSIP is 46435U184. A total of 87 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Alpha Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$550,127
-60.8%
23,836
-60.7%
0.59%
-62.8%
Q1 2023$1,402,294
-38.1%
60,627
-39.3%
1.58%
-42.6%
Q4 2022$2,267,02999,8252.75%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Alpha Financial Partners, LLC 99,825$2,267,0292.75%
TMD Wealth Management, LLC 225,180$5,113,8382.28%
Richard P Slaughter Associates Inc 233,354$5,299,4691.67%
Tyler-Stone Wealth Management 83,055$1,8861.28%
IRON Financial LLC 96,950$2,201,7451.26%
Werba Rubin Papier Wealth Management 105,386$2,393,3140.99%
Day & Ennis, LLC 43,953$998,1730.39%
Baltimore-Washington Financial Advisors, Inc. 171,128$3,886,2980.38%
Peloton Wealth Strategists 28,010$6360.31%
Carr Financial Group Corp 22,291$506,2200.27%
View complete list of ISHARES TR shareholders