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 ↓
Bond & Devick Financial Network, Inc. 14,207$1,058,6880.68%
Evergreen Wealth Solutions, LLC 7,061$526,1860.53%
WFA Asset Management Corp 10,630$792,1590.47%
REGATTA CAPITAL GROUP, LLC 16,706$1,244,9600.40%
MISSION WEALTH MANAGEMENT, LP 134,057$9,989,9050.37%
Whelan Financial 8,722$649,9630.34%
Berkshire Bank 14,858$1,107,2180.32%
Warren Street Wealth Advisors, LLC 5,799$432,1410.29%
KilterHowling LLC 3,847$286,6760.25%
First Pacific Financial 7,156$533,2650.24%
View complete list of ISHARES TR shareholders