Ullmann Wealth Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 499 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Ullmann Wealth Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,389,777
+74.8%
10,902
+60.7%
0.20%
+67.8%
Q1 2024$794,983
+12.6%
6,783
+0.0%
0.12%
+2.6%
Q4 2023$705,934
+38.9%
6,781
+26.5%
0.12%
+21.1%
Q3 2023$508,413
-2.9%
5,3610.0%0.10%
-9.5%
Q2 2023$523,478
-27.9%
5,361
-34.5%
0.10%
-36.4%
Q1 2023$726,227
+9.1%
8,181
+0.2%
0.16%
+0.6%
Q4 2022$665,858
+1.8%
8,168
+0.1%
0.16%
-8.9%
Q3 2022$654,000
-4.1%
8,158
+0.1%
0.18%
-2.7%
Q2 2022$682,000
-32.8%
8,147
-15.2%
0.18%
-28.6%
Q1 2022$1,015,000
-8.6%
9,602
+0.0%
0.26%
-12.5%
Q4 2021$1,110,000
+33.1%
9,601
+17.9%
0.30%
-10.0%
Q3 2021$834,000
+1.5%
8,144
+0.0%
0.33%
-2.9%
Q2 2021$822,000
+11.2%
8,143
+0.0%
0.34%
+3.0%
Q1 2021$739,000
-13.9%
8,142
-15.8%
0.33%
-23.3%
Q4 2020$858,000
+11.0%
9,672
+0.0%
0.43%
-3.2%
Q3 2020$773,000
+11.2%
9,671
+0.0%
0.44%
+3.5%
Q2 2020$695,000
+26.1%
9,669
+0.0%
0.43%
+3.6%
Q1 2020$551,000
-15.7%
9,667
+0.0%
0.41%
+4.0%
Q4 2019$654,000
+7.7%
9,666
+0.0%
0.40%
+6.1%
Q3 2019$607,000
+0.3%
9,662
+0.0%
0.37%
-1.1%
Q2 2019$605,000
+3.8%
9,660
+0.0%
0.38%
+0.8%
Q1 2019$583,000
-23.7%
9,658
-33.4%
0.38%
-33.5%
Q4 2018$764,000
-16.0%
14,501
-1.0%
0.56%
-6.8%
Q3 2018$909,000
+8.6%
14,6450.0%0.60%
+4.5%
Q2 2018$837,000
+5.2%
14,645
-2.1%
0.58%
+2.8%
Q1 2018$796,000
-9.6%
14,961
-8.8%
0.56%
-6.9%
Q4 2017$881,000
-8.6%
16,396
-27.6%
0.60%
-37.2%
Q3 2017$964,000
+22.0%
22,656
+38.2%
0.96%
+69.7%
Q2 2017$790,000
+11.7%
16,396
+7.6%
0.57%
-2.9%
Q1 2017$707,000
-10.3%
15,244
-13.7%
0.58%
-21.7%
Q4 2016$788,00017,6740.75%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 605,472$71,549,00023.74%
Tennessee Valley Asset Management Partners 329,871$33,00015.64%
Madison Wealth Partners, Inc 262,585$26,516,00015.18%
Legacy Financial Group LLC 453,289$45,773,00013.82%
ForthRight Wealth Management, LLC 185,777$18,760,00011.90%
Mascoma Wealth Management LLC 241,697$24,407,00010.43%
IRONWOOD WEALTH MANAGEMENT, INC. 128,778$13,004,0009.33%
Petix & Botte Co 93,854$9,477,0006.61%
Elevation Capital Advisory, LLC 95,991$9,694,0005.44%
Advanced Asset Management Advisors Inc 239,600$24,195,0005.12%
View complete list of ISHARES TR shareholders