Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 120 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
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,161,042
+780404.2%
73,663
+1338.4%
0.04%
+3400.0%
Q2 2023$405
+4.1%
5,121
+4.1%
0.00%
-91.7%
Q1 2023$3894,9170.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
CWM, LLC 618,809$61,491,0000.49%
FOSTER DYKEMA CABOT & CO INC/MA 16,057$947,0000.15%
LFA - Lugano Financial Advisors SA 2,490$146,0000.09%
MISSION WEALTH MANAGEMENT, LP 10,233$604,0000.07%
Alpha Omega Wealth Management LLC 2,317$137,0000.06%
RPg Family Wealth Advisory, LLC 1,539$90,799,0000.05%
NORTH AMERICAN MANAGEMENT CORP 5,338$315,0000.05%
Brinker Capital Investments, LLC 25,214$1,487,0000.05%
Pacific Center for Financial Services 911$54,0000.03%
LAKE STREET ADVISORS GROUP, LLC 4,739$280,0000.03%
View complete list of ISHARES TR shareholders