Trinity Legacy Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Trinity Legacy Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$2,420,000
+1.0%
71,267
+8.8%
1.03%
+11.1%
Q2 2022$2,395,000
-13.9%
65,508
+0.5%
0.93%
-0.9%
Q1 2022$2,782,00065,1640.94%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 69,963$2,823,0001.14%
Wharton Business Group, LLC 95,836$3,867,0000.32%
Wealthcare Advisory Partners LLC 62,550$2,524,0000.22%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,500$383,0000.18%
Buffington Mohr McNeal 17,645$712,0000.17%
CX Institutional 31,900$1,287,0000.12%
Ellis Investment Partners, LLC 10,057$406,0000.12%
BAKER TILLY WEALTH MANAGEMENT, LLC 7,605$307,0000.10%
Crescent Grove Advisors, LLC 14,879$601,0000.08%
NAPLES GLOBAL ADVISORS, LLC 11,010$444,0000.08%
View complete list of ISHARES TR shareholders