RETIREMENT CAPITAL STRATEGIES - ISHARES TR ownership

ISHARES TR's ticker is HYXF and the CUSIP is 46435G441. A total of 55 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
RETIREMENT CAPITAL STRATEGIES ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$573,000
-7.7%
13,173
+0.1%
0.26%
+3.2%
Q1 2022$621,000
+47.2%
13,156
+63.0%
0.25%
+53.7%
Q3 2021$422,000
-78.3%
8,070
-78.2%
0.16%
-79.5%
Q4 2020$1,947,000
+256.6%
36,976
+246.7%
0.79%
+213.1%
Q3 2020$546,00010,6650.25%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 71,583$3,0711.50%
Mandatum Life Insurance Co Ltd 24,580$1,061,6100.44%
Colorado Capital Management, Inc. 13,371$5770.44%
VERUS CAPITAL PARTNERS, LLC 58,128$2,510,5660.35%
Walkner Condon Financial Advisors LLC 27,042$1,168,1990.31%
Topel & Distasi Wealth Management, LLC 10,532$454,8770.24%
SigFig Wealth Management, LLC 105,661$4,563,4870.18%
Financial Connections Group, Inc. 1,591$680.08%
Curtis Advisory Group, LLC 5,723$247,1760.08%
HARBOUR INVESTMENTS, INC. 26,828$1,158,6850.06%
View complete list of ISHARES TR shareholders