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

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 126 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders