COLDSTREAM CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 93 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$412,801
-3.6%
11,9100.0%0.01%
-7.1%
Q2 2023$428,165
+14.2%
11,910
+5.1%
0.01%
+7.7%
Q1 2023$374,849
+7.9%
11,3350.0%0.01%0.0%
Q4 2022$347,531
-48.7%
11,335
-50.0%
0.01%
-7.1%
Q2 2022$678,000
+67.4%
22,670
+100.0%
0.01%0.0%
Q1 2022$405,000
-9.4%
11,3350.0%0.01%0.0%
Q4 2021$447,000
+9.3%
11,3350.0%0.01%
-30.0%
Q3 2021$409,000
-0.5%
11,3350.0%0.02%
+17.6%
Q2 2021$411,00011,3350.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders