DFPG INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.7%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$738,435
-28.2%
18,015
-25.1%
0.07%
-25.8%
Q2 2023$1,028,324
-10.9%
24,060
-9.9%
0.09%
-25.0%
Q1 2023$1,153,93826,6930.12%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 336,441$14,800,00013.95%
One Wealth Advisors, LLC 202,910$8,926,0002.39%
Sharkey, Howes & Javer 151,748$6,675,0001.62%
Horst & Graben Wealth Management LLC 114,072$5,018,0001.36%
Financial Connections Group, Inc. 30,572$1,344,0001.18%
RETIREMENT CAPITAL STRATEGIES 50,107$2,204,0000.99%
VERITY Wealth Advisors 20,919$920,0000.89%
Leonard Rickey Investment Advisors P.L.L.C. 45,670$2,009,0000.88%
Spectrum Planning & Advisory Services Inc. 15,784$694,0000.72%
Goodwin Investment Advisory 18,301$805,061,0000.62%
View complete list of ISHARES TR shareholders