Aris Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EWUXXXX and the CUSIP is 46434V548. A total of 1 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Aris Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2015$204,000
-15.4%
11,311
-15.5%
0.19%
-29.1%
Q4 2014$241,000
+2.1%
13,390
+9.8%
0.27%
-8.5%
Q3 2014$236,00012,1980.29%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Psagot Value Holdings Ltd. 5,855,281$105,454,0003.33%
Spruce Investment Advisors LLC 681,612$12,276,0003.15%
1607 Capital Partners, LLC 2,285,460$41,161,0002.73%
TRIANGLE PEAK PARTNERS, LP 92,664$1,669,0002.54%
Vontobel Swiss Wealth Advisors AG 173,050$3,117,0002.12%
EMERSON INVESTMENT MANAGEMENT, LLC 434,521$7,826,0001.43%
Occidental Asset Management, LLC 29,744$1,071,0001.34%
OLD MISSION CAPITAL LLC 284,410$5,122,0001.20%
HIGH POINT BANK & TRUST CO 199,606$3,595,0001.05%
Ayalon Insurance Comp Ltd. 165,800$2,986,0000.91%
View complete list of ISHARES TR shareholders