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

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 132 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$640,746
+62.3%
18,421
+67.8%
0.02%
+88.9%
Q2 2023$394,777
+6.5%
10,981
-2.1%
0.01%
-10.0%
Q1 2023$370,848
-12.2%
11,214
-18.6%
0.01%
-16.7%
Q4 2022$422,492
+7.2%
13,780
-1.9%
0.01%0.0%
Q3 2022$394,000
-18.4%
14,041
-13.1%
0.01%
-40.0%
Q2 2022$483,000
-27.5%
16,162
-13.3%
0.02%
-9.1%
Q1 2022$666,000
+67.3%
18,651
+85.2%
0.02%
+100.0%
Q4 2021$398,000
+59.2%
10,072
+45.8%
0.01%
+37.5%
Q3 2021$250,0006,9060.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 133,313$4,0873.22%
Sharkey, Howes & Javer 131,072$4,018,6680.92%
One Wealth Advisors, LLC 119,633$3,667,9480.84%
Walkner Condon Financial Advisors LLC 87,656$2,687,7100.80%
GenWealth Group, Inc. 76,579$2,347,9120.77%
Crew Capital Management, Ltd. 14,694$450,5180.65%
Horst & Graben Wealth Management LLC 69,913$2,144,0000.56%
F/M Investments LLC 14,694$450,5180.54%
Goodwin Investment Advisory 24,872$762,5730.54%
SPINNAKER TRUST 206,332$6,3260.49%
View complete list of ISHARES TR shareholders