B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.48 and the average weighting 1.0%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$27,674,233
+5.0%
633,060
+9.2%
0.75%
+26.6%
Q2 2023$26,352,076
+1.5%
579,549
+3.0%
0.59%
-14.6%
Q1 2023$25,972,516
+18.5%
562,785
+15.3%
0.69%
+12.7%
Q4 2022$21,923,856
+27.8%
487,956
+26.6%
0.61%
+18.5%
Q3 2022$17,155,000
-12.6%
385,497
-8.0%
0.52%
-37.3%
Q2 2022$19,624,000
-4.3%
419,122
+1.5%
0.83%
+23.1%
Q1 2022$20,500,000
+15.3%
413,050
+23.0%
0.67%
+31.1%
Q4 2021$17,780,000
+7.5%
335,897
+8.1%
0.51%
-2.7%
Q3 2021$16,543,000
+13.5%
310,707
+14.0%
0.53%
+11.2%
Q2 2021$14,573,000
+25.5%
272,433
+23.8%
0.47%
+15.1%
Q1 2021$11,611,000220,1000.41%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders