Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 197 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$44,000
-44.3%
490
-61.6%
0.01%
-77.1%
Q3 2018$79,000
+8.2%
1,2750.0%0.04%
+2.9%
Q2 2018$73,000
+5.8%
1,2750.0%0.03%
+3.0%
Q1 2018$69,0001,2750.03%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 605,472$71,549,00023.74%
Tennessee Valley Asset Management Partners 329,871$33,00015.64%
Madison Wealth Partners, Inc 262,585$26,516,00015.18%
Legacy Financial Group LLC 453,289$45,773,00013.82%
ForthRight Wealth Management, LLC 185,777$18,760,00011.90%
Mascoma Wealth Management LLC 241,697$24,407,00010.43%
IRONWOOD WEALTH MANAGEMENT, INC. 128,778$13,004,0009.33%
Petix & Botte Co 93,854$9,477,0006.61%
Elevation Capital Advisory, LLC 95,991$9,694,0005.44%
Advanced Asset Management Advisors Inc 239,600$24,195,0005.12%
View complete list of ISHARES TR shareholders