SPINNAKER TRUST - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 142 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SPINNAKER TRUST ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,897,676
-4.0%
170,158
-0.5%
0.44%
-0.4%
Q2 2023$6,145,760
+24.9%
170,953
+14.9%
0.45%
+19.6%
Q1 2023$4,919,857
+77672.0%
148,771
-27.9%
0.37%
-24.3%
Q4 2022$6,326
-99.9%
206,332
+10.2%
0.49%
+13.3%
Q3 2022$5,246,000
-4.5%
187,236
+1.8%
0.44%
+2.6%
Q2 2022$5,496,000
-12.3%
183,990
+4.8%
0.42%
+0.5%
Q1 2022$6,264,000
+2.9%
175,511
+13.7%
0.42%
+8.2%
Q4 2021$6,090,000
+8.3%
154,403
-0.8%
0.39%
-0.3%
Q3 2021$5,622,000
+4.4%
155,651
+4.9%
0.39%
+4.3%
Q2 2021$5,387,000148,3840.38%
Other shareholders
ISHARES TR shareholders Q4 2022
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