WFG Advisors, LP - ISHARES TR ownership

ISHARES TR's ticker is ISHG and the CUSIP is 464288125. A total of 25 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$1,0000.0%120.0%0.00%
Q1 2017$1,0000.0%120.0%0.00%
Q4 2016$1,0000.0%120.0%0.00%
Q3 2016$1,0000.0%120.0%0.00%
Q2 2016$1,0000.0%120.0%0.00%
Q1 2016$1,0000.0%120.0%0.00%
Q4 2015$1,0000.0%120.0%0.00%
Q3 2015$1,0000.0%120.0%0.00%
Q2 2015$1,0000.0%120.0%0.00%
Q1 2015$1,0000.0%12
-25.0%
0.00%
Q4 2014$1,000
-93.8%
16
-91.0%
0.00%
-100.0%
Q3 2014$16,000
+60.0%
178
+64.8%
0.00%
+50.0%
Q2 2014$10,000
+25.0%
108
+36.7%
0.00%0.0%
Q1 2014$8,000790.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ADE, LLC 56,431$3,813,6062.88%
Checchi Capital Advisers, LLC 242,128$16,363,0101.52%
McLean Asset Management Corp 20,359$1,382,3760.57%
Family Firm, Inc. 14,718$994,6550.28%
Jackson Creek Investment Advisors LLC 8,547$5780.24%
Miracle Mile Advisors, LLC 106,080$7,168,8860.22%
Wedmont Private Capital 6,306$426,6010.04%
Evanson Asset Management, LLC 5,983$404,3580.04%
AE Wealth Management LLC 34,642$2,341,0770.01%
Crossmark Global Holdings, Inc. 8,140$5530.01%
View complete list of ISHARES TR shareholders