Foundation Wealth Management, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 244 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
Foundation Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,797,613
-0.1%
114,796
-0.1%
2.80%
+2.3%
Q2 2023$2,801,469
-4.4%
114,907
-3.8%
2.73%
-9.4%
Q1 2023$2,931,330
-14.1%
119,499
-14.8%
3.02%
-12.9%
Q4 2022$3,411,194–140,261–3.46%–
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Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
RVW Wealth, LLC 752,971$18,643,5622.05%
CGN Advisors LLC 150,456$3,725,2810.52%
Capital Investment Advisors, LLC 628,150$15,553,0020.39%
Horizons Wealth Management 13,751$340,4750.22%
Anchor Investment Management, LLC 3,430$84,9270.01%
Bartlett & Co. LLC 2,048$510.00%
View complete list of ISHARES TR shareholders