Lake Hills Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.3%.

Quarter-by-quarter ownership
Lake Hills Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,858,737
-1.7%
48,264
-1.7%
4.92%
-8.7%
Q2 2023$4,941,134
-71.6%
49,102
-71.6%
5.38%
-70.4%
Q1 2023$17,414,723
+3719.5%
173,143
+3702.8%
18.17%
+3902.4%
Q4 2022$455,937
-0.2%
4,5530.0%0.45%
+9.4%
Q3 2022$457,0004,5530.42%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
AlphaStar Capital Management, LLC 2,523,311$252,634,00023.34%
McElhenny Sheffield Capital Management, LLC 440,057$44,059,00020.52%
Beaumont Financial Partners, LLC 1,799,640$180,180,00016.17%
Titan Capital Management, LLC /TX 125,256$12,541,00012.49%
Omnia Family Wealth, LLC 162,519$16,271,00011.98%
Clear Perspectives Financial Planning, LLC 276,523$27,686,00010.79%
Koss-Olinger Consulting, LLC 568,941$56,962,00010.39%
Accurate Wealth Management, LLC 185,167$18,529,00010.07%
BTS Asset Management, Inc. 43,407$4,346,0009.76%
Aveo Capital Partners, LLC 551,956$55,262,0009.06%
View complete list of ISHARES TR shareholders