TIEDEMANN ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$828,252
+28.4%
8,702
+31.8%
0.04%
+33.3%
Q2 2023$644,814
+21.0%
6,604
+10.0%
0.03%
+12.5%
Q1 2023$532,709
+15.6%
6,001
+6.2%
0.02%
+9.1%
Q4 2022$460,680
+1.7%
5,6490.0%0.02%
-18.5%
Q3 2022$453,000
+67.8%
5,649
+75.1%
0.03%
+35.0%
Q2 2022$270,0003,2270.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders