Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 30 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$107
+8.1%
4
-85.2%
0.00%
-100.0%
Q1 2023$99
-99.9%
27
-46.0%
0.00%0.0%
Q3 2022$92,000
-14.8%
50
-13.8%
0.00%0.0%
Q2 2022$108,000
-17.6%
58
-17.1%
0.00%
-25.0%
Q1 2022$131,000
-5.1%
70
-5.4%
0.00%
+33.3%
Q4 2021$138,000
+273.0%
74
+2366.7%
0.00%
-82.4%
Q3 2021$37,000
-2.6%
30.0%0.02%
+21.4%
Q2 2021$38,000
-67.0%
30.0%0.01%
+600.0%
Q1 2021$115,00030.0%0.00%
Q4 2020$0
-100.0%
3
-96.2%
0.00%
-100.0%
Q1 2020$2,116,000
+5325.6%
78
-71.9%
0.01%
-74.1%
Q4 2019$39,000
+254.5%
2780.0%0.03%
+200.0%
Q3 2019$11,000
+10.0%
278
+0.7%
0.01%
+12.5%
Q2 2019$10,000
-9.1%
276
-1.8%
0.01%
-11.1%
Q1 2019$11,000
-15.4%
281
-23.8%
0.01%
-35.7%
Q3 2018$13,000
-7.1%
369
-3.7%
0.01%
+7.7%
Q2 2018$14,000
+7.7%
383
+16.4%
0.01%0.0%
Q1 2018$13,0003290.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Horizons Wealth Management 15,753$394,5360.29%
Schoolcraft Capital LLC 8,917$223,3380.06%
Equitable Holdings, Inc. 141,144$3,535,0500.05%
Freedom Investment Management, Inc. 16,369$409,9780.05%
CARDIFF PARK ADVISORS, LLC 11,171$279,7890.04%
SOA Wealth Advisors, LLC. 3,747$93,8520.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,004$400,8320.02%
Front Row Advisors LLC 581$14,7150.01%
Rathbones Group PLC 30,972$775,7150.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,495$37,4430.00%
View complete list of ISHARES TR shareholders