Andesa Financial Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Andesa Financial Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$278,798
-73.9%
3,420
-73.2%
0.15%
-77.4%
Q2 2022$1,067,000
+26.0%
12,742
+59.0%
0.67%
+47.5%
Q1 2022$847,000
+290.3%
8,012
+110.8%
0.46%
+88.1%
Q1 2020$217,000
-42.0%
3,800
-46.5%
0.24%
-45.4%
Q4 2018$374,0007,1020.44%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders