Opes Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 78 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Opes Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,435,756
+0.6%
41,424
+4.4%
0.40%
-1.7%
Q2 2023$1,426,640
-2.6%
39,684
-10.4%
0.40%
-14.2%
Q1 2023$1,464,803
+28.3%
44,294
+18.9%
0.47%
+13.7%
Q4 2022$1,141,748
+9.5%
37,2390.0%0.42%
-0.5%
Q3 2022$1,043,000
+8.9%
37,239
+16.1%
0.42%
+8.9%
Q2 2022$958,000
-6.7%
32,064
+11.4%
0.38%
+14.7%
Q1 2022$1,027,000
+1.1%
28,774
+11.7%
0.33%
+5.7%
Q4 2021$1,016,000
+11.0%
25,765
+1.7%
0.32%
-2.5%
Q3 2021$915,000
+71.3%
25,340
+72.2%
0.32%
+63.6%
Q2 2021$534,000
+35.2%
14,715
+23.7%
0.20%
+28.6%
Q1 2021$395,00011,9000.15%
Other shareholders
ISHARES TR shareholders Q2 2021
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