Wolff Financial Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 88 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Wolff Financial Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$381
-10.8%
12,353
-10.2%
0.33%
+122.8%
Q1 2023$427
-3.2%
13,749
-6.4%
0.15%
-8.6%
Q4 2022$441
-99.9%
14,693
-33.0%
0.16%
-37.8%
Q3 2022$573,000
+5.1%
21,926
+15.8%
0.26%
+8.3%
Q2 2022$545,000
-4.2%
18,932
+14.3%
0.24%
+7.1%
Q1 2022$569,000
-1.9%
16,564
+3.4%
0.23%
+3.2%
Q4 2021$580,000
+41.5%
16,012
+42.2%
0.22%
-38.5%
Q3 2021$410,00011,2630.36%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RHS Financial, LLC 76,539$2,629,0001.94%
Smart Money Group LLC 54,398$1,869,0001.26%
ARGI Investment Services, LLC 966,741$33,208,0001.00%
BEAM WEALTH ADVISORS, INC. 24,855$854,0000.98%
SENTINEL PENSION ADVISORS INC 61,579$2,115,0000.72%
Klaas Financial Asset Advisors, LLC 86,606$2,975,0000.68%
CGN Advisors LLC 74,059$2,544,0000.63%
Baldrige Asset Management LLC 38,409$1,319,0000.54%
Trilogy Capital Inc. 156,133$5,363,0000.38%
ARBOR CAPITAL MANAGEMENT INC /ADV 9,909$341,0000.26%
View complete list of ISHARES TR shareholders