McKinley Carter Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$248,846
+2.3%
7,525
-5.2%
0.02%
-9.5%
Q4 2022$243,282
+1.4%
7,935
-7.2%
0.02%
-4.5%
Q3 2022$240,000
-5.1%
8,553
+0.9%
0.02%0.0%
Q2 2022$253,000
-7.7%
8,480
+10.4%
0.02%
+4.8%
Q1 2022$274,000
+3.0%
7,683
+13.9%
0.02%
+5.0%
Q4 2021$266,0006,7460.02%
Other shareholders
ISHARES TR shareholders Q1 2023
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