Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 163 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$676,000
+2.9%
14,509
-0.2%
0.03%
+3.2%
Q1 2024$657,000
+29.1%
14,543
-0.6%
0.03%
-3.1%
Q3 2023$509,000
-5.0%
14,632
-1.8%
0.03%
+6.7%
Q2 2023$536,000
+1885.2%
14,906
+1823.4%
0.03%
+2900.0%
Q1 2021$27,0007750.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 137,784$4,917,0004.95%
Sharkey, Howes & Javer 216,770$7,737,0001.77%
One Wealth Advisors, LLC 165,848$5,919,0001.45%
Walkner Condon Financial Advisors LLC 71,895$2,566,000,0000.73%
Goodwin Investment Advisory 28,064$1,002,0000.69%
Horst & Graben Wealth Management LLC 72,136$2,575,0000.63%
Dentgroup LLC 17,876$638,0000.62%
Keystone Financial Services 29,810$928,0000.54%
SPINNAKER TRUST 175,511$6,264,0000.42%
GenWealth Group, Inc. 41,466$1,480,0000.41%
View complete list of ISHARES TR shareholders