Mount Yale Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 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