Mount Yale Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 159 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$668,500
-3.2%
19,287
+0.4%
0.07%0.0%
Q2 2023$690,541
+23.3%
19,208
+13.4%
0.07%
+15.9%
Q1 2023$560,105
+45.3%
16,937
+34.7%
0.06%
+43.2%
Q4 2022$385,554
-9.1%
12,575
-17.0%
0.04%
-21.4%
Q3 2022$424,000
+83.5%
15,146
+96.2%
0.06%
+93.1%
Q2 2022$231,000
-63.0%
7,718
-55.9%
0.03%
-57.4%
Q1 2022$625,000
+52.4%
17,511
+68.3%
0.07%
+58.1%
Q4 2021$410,00010,4020.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 144,371$4,045,0003.41%
One Wealth Advisors, LLC 143,321$4,016,0001.31%
RWA WEALTH PARTNERS, LLC 555,697$15,571,0001.10%
VERITY Wealth Advisors 25,175$705,0000.72%
Sharkey, Howes & Javer 117,588$3,295,0000.72%
Walkner Condon Financial Advisors LLC 76,909$2,155,0000.70%
Horst & Graben Wealth Management LLC 69,321$1,942,0000.55%
F/M Investments LLC 12,073$338,0000.55%
Goodwin Investment Advisory 25,650$719,0000.54%
GenWealth Group, Inc. 56,899$1,594,0000.54%
View complete list of ISHARES TR shareholders