PERSONAL CFO SOLUTIONS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 185 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$232,779
+3.0%
9,179
+3.4%
0.05%0.0%
Q2 2023$225,996
-5.7%
8,880
-8.1%
0.05%
-6.1%
Q1 2023$239,595
+1.4%
9,665
-5.2%
0.05%
-2.0%
Q4 2022$236,311
+9.4%
10,199
-6.9%
0.05%
-7.4%
Q3 2022$216,00010,9600.05%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 574,598$14,773,0004.22%
IRONWOOD WEALTH MANAGEMENT, INC. 220,230$5,662,0004.20%
3D/L Capital Management, LLC 537,311$13,814,0003.32%
Kathmere Capital Management, LLC 632,637$16,265,0002.95%
FFT WEALTH MANAGEMENT LLC 1,165,582$29,967,0002.83%
SENTINEL TRUST CO LBA 588,322$15,126,0002.37%
ZEKE CAPITAL ADVISORS, LLC 1,501,574$38,605,0002.23%
Prosperity Planning, Inc. 140,859$3,621,0001.98%
Tacita Capital Inc 121,870$3,133,0001.92%
TCG Advisory Services, LLC 254,887$6,553,0001.56%
View complete list of ISHARES TR shareholders