HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$84,000
-63.2%
1,533
-66.9%
0.02%
-76.0%
Q2 2018$228,000
-1.3%
4,6250.0%0.08%
-6.2%
Q1 2018$231,000
-1.7%
4,6250.0%0.08%
-2.4%
Q4 2017$235,000
-0.8%
4,625
-0.5%
0.08%
-18.0%
Q3 2017$237,0004,6500.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 465,104$24,748,00010.87%
Firestone Capital Management 601,137$32,155,00010.64%
First Ascent Asset Management, LLC 899,864$47,909,00010.64%
Williams Financial, LLC 209,495$11,154,0009.65%
R. W. Roge & Company, Inc. 267,725$14,176,0008.40%
MCMORGAN & CO LLC 778,751$41,461,0008.32%
ONE Advisory Partners, LLC 237,025$12,619,0007.83%
High Falls Advisors, Inc 540,099$28,755,0007.81%
SigFig Wealth Management, LLC 2,595,464$138,183,0006.93%
JACOBSON & SCHMITT ADVISORS, LLC 465,331$24,774,0006.83%
View complete list of ISHARES TR shareholders