Ashfield Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 128 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ashfield Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,230,000
-24.9%
43,897
-19.9%
0.10%
-18.9%
Q2 2022$1,637,000
-15.8%
54,800
+0.6%
0.13%
+0.8%
Q1 2022$1,945,000
-11.3%
54,494
-2.0%
0.13%
-10.6%
Q4 2021$2,194,000
+8.4%
55,627
-0.7%
0.14%
-2.1%
Q3 2021$2,024,000
+21.7%
56,044
+22.3%
0.14%
+21.0%
Q2 2021$1,663,000
+27.9%
45,807
+16.8%
0.12%
+15.5%
Q1 2021$1,300,000
+19.2%
39,207
+12.5%
0.10%
+15.7%
Q4 2020$1,091,00034,8500.09%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 137,784$4,917,0004.95%
Sharkey, Howes & Javer 216,770$7,737,0001.77%
One Wealth Advisors, LLC 165,848$5,919,0001.45%
Walkner Condon Financial Advisors LLC 71,895$2,566,000,0000.73%
Goodwin Investment Advisory 28,064$1,002,0000.69%
Horst & Graben Wealth Management LLC 72,136$2,575,0000.63%
Dentgroup LLC 17,876$638,0000.62%
Keystone Financial Services 29,810$928,0000.54%
SPINNAKER TRUST 175,511$6,264,0000.42%
GenWealth Group, Inc. 41,466$1,480,0000.41%
View complete list of ISHARES TR shareholders