Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$228,000
+113.1%
2,721
+81.4%
0.04%
+59.1%
Q2 2020$107,000
+24.4%
1,500
+0.1%
0.02%
+4.8%
Q1 2020$86,000
+79.2%
1,498
+112.2%
0.02%
+133.3%
Q4 2019$48,000
+14.3%
706
+2.6%
0.01%0.0%
Q1 2019$42,000
+133.3%
688
+96.0%
0.01%
+80.0%
Q4 2018$18,0003510.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 497,864$57,667,00018.02%
Madison Wealth Partners, Inc 284,803$32,935,00016.56%
Legacy Financial Group LLC 335,565$37,550,00016.14%
Financial Council, LLC 106,646$12,333,00014.74%
Tennessee Valley Asset Management Partners 350,633$40,547,00013.54%
ForthRight Wealth Management, LLC 182,749$21,133,00011.55%
Vantage Financial Partners, LLC 251,397$29,072,00011.38%
Mascoma Wealth Management LLC 248,716$28,762,0009.95%
Veracity Capital LLC 196,948$22,775,0009.14%
WJ Wealth Management, LLC 127,037$14,689,0008.78%
View complete list of ISHARES TR shareholders