SHEETS SMITH WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is HYXF and the CUSIP is 46435G441. A total of 42 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$129,268
-35.6%
2,993
-35.6%
0.02%
-35.5%
Q4 2022$200,800
-4.8%
4,646
-4.3%
0.03%
-11.4%
Q2 2022$211,000
-57.3%
4,856
-52.2%
0.04%
-48.5%
Q1 2022$494,000
-46.7%
10,160
-43.3%
0.07%
-40.9%
Q4 2021$926,000
-64.8%
17,929
-64.3%
0.12%
-67.8%
Q3 2021$2,630,000
+0.7%
50,270
+1.1%
0.36%
+1.4%
Q2 2021$2,613,000
+0.1%
49,732
-0.9%
0.35%
-8.3%
Q1 2021$2,610,000
+21.0%
50,199
+22.6%
0.38%
+17.8%
Q4 2020$2,157,000
+47.4%
40,954
+42.6%
0.33%
+28.3%
Q3 2020$1,463,000
+31.3%
28,723
+27.6%
0.25%
+13.9%
Q2 2020$1,114,00022,5050.22%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 67,555$2,997,4151.48%
VERUS CAPITAL PARTNERS, LLC 49,658$2,203,3190.34%
Mandatum Life Insurance Co Ltd 24,580$1,090,6150.32%
HARVEST GROUP WEALTH MANAGEMENT, LLC 11,510$510,6990.32%
Walkner Condon Financial Advisors LLC 25,110$1,111,7430.31%
Topel & Distasi Wealth Management, LLC 9,574$424,7980.22%
SigFig Wealth Management, LLC 67,646$3,001,4290.16%
Curtis Advisory Group, LLC 8,689$385,5310.14%
Summit Wealth Group, LLC 153,742$30.07%
Milestone Investment Advisors LLC 4,820$213,8640.07%
View complete list of ISHARES TR shareholders