Wealthquest Corp - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$244,0000.0%4,6190.0%0.04%0.0%
Q4 2021$244,000
-46.1%
4,619
-45.7%
0.04%
-51.3%
Q3 2021$453,000
-28.3%
8,513
-28.0%
0.08%
-29.6%
Q2 2021$632,000
+1.4%
11,8180.0%0.11%
-6.9%
Q1 2021$623,000
-3.4%
11,8180.0%0.12%
-15.9%
Q4 2020$645,000
+0.8%
11,818
+0.4%
0.14%
-12.7%
Q3 2020$640,000
-25.1%
11,773
-25.1%
0.16%
-27.2%
Q2 2020$854,000
-61.5%
15,725
-63.0%
0.22%
-65.8%
Q4 2019$2,216,000
-1.0%
42,534
-0.4%
0.64%
-15.1%
Q3 2019$2,239,000
-0.4%
42,725
-1.8%
0.75%
-11.9%
Q2 2019$2,247,000
+2.1%
43,4930.0%0.85%
+2.2%
Q1 2019$2,200,000
-0.4%
43,493
-3.0%
0.83%
-8.2%
Q4 2018$2,208,00044,8420.90%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders