Charles Schwab Investment Advisory, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Charles Schwab Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,866,076
+3.5%
29,354
-5.9%
0.00%0.0%
Q1 2023$2,767,849
+103.7%
31,180
+87.1%
0.00%
+100.0%
Q4 2022$1,358,694
-81.8%
16,667
-82.1%
0.00%
-85.7%
Q3 2022$7,465,00093,1100.01%
Other shareholders
ISHARES TR shareholders Q3 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