Strategic Financial Services, Inc, - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Strategic Financial Services, Inc, ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$968,195
-6.7%
12,975
-0.8%
0.08%
-2.6%
Q2 2023$1,037,244
+56.1%
13,080
+45.2%
0.08%
+51.0%
Q1 2023$664,536
+221.3%
9,007
+207.6%
0.05%
+200.0%
Q4 2022$206,8052,9280.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 242,198$15,164,00012.40%
ForthRight Wealth Management, LLC 304,753$19,081,00011.19%
COREPATH WEALTH PARTNERS LLC 217,867$14,179,00010.53%
IRONWOOD WEALTH MANAGEMENT, INC. 215,784$13,802,0009.92%
Madison Wealth Partners, Inc 198,124$12,405,0008.11%
GDS Wealth Management 579,599$36,289,0008.08%
HANTZ FINANCIAL SERVICES, INC. 328,692$20,579,0008.05%
Drake & Associates, LLC 218,039$13,651,0007.77%
Financial Council, LLC 107,188$6,711,0007.75%
SIGNATUREFD, LLC 3,605,089$225,715,0007.73%
View complete list of ISHARES TR shareholders