FC Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
FC Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$620,054
+10.4%
5,956
+0.5%
0.24%
+1.7%
Q3 2023$561,773
-2.9%
5,9240.0%0.24%
-0.4%
Q2 2023$578,420
+10.2%
5,924
+0.2%
0.24%
+2.2%
Q1 2023$524,912
+16.7%
5,913
+7.2%
0.23%
+8.9%
Q4 2022$449,7935,5180.21%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders