Spectrum Planning & Advisory Services Inc. - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spectrum Planning & Advisory Services Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$291,132
+8.9%
8,0870.0%0.44%
+0.5%
Q1 2023$267,436
+29.8%
8,087
+10.0%
0.43%
+108.7%
Q3 2022$206,000
-3.7%
7,355
+2.6%
0.21%
-6.7%
Q2 2022$214,000
-32.9%
7,169
-19.8%
0.22%
-23.6%
Q1 2022$319,000
-6.2%
8,942
+3.7%
0.29%
-5.5%
Q4 2021$340,000
+12.2%
8,624
+2.9%
0.31%
+4.0%
Q3 2021$303,0008,3810.30%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders