Noble Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 598 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.7%.

Quarter-by-quarter ownership
Noble Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$849,606
-17.5%
7,508
-16.0%
0.29%
-14.6%
Q2 2023$1,029,618
-2.6%
8,933
-0.6%
0.34%
-7.2%
Q1 2023$1,056,8508,9830.36%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 1,849,473$221,937,00013.37%
VCU Investment Management Co 290,964$34,916,00010.44%
Financial Gravity Asset Management, Inc. 85,053$10,196,0009.56%
MATHER GROUP, LLC. 731,804$87,816,0008.57%
Virtue Capital Management, LLC 135,725$16,287,0007.92%
Trilogy Capital Inc. 354,663$42,560,0005.73%
KLS Professional Advisors Group, LLC 270,309$32,437,0005.53%
ARGI Investment Services, LLC 715,387$85,893,0005.43%
ALTFEST L J & CO INC 120,499$14,460,0005.38%
Avidian Wealth Solutions, LLC 138$16,560,0005.23%
View complete list of ISHARES TR shareholders