Wolff Financial Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 55 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2021
NameSharesValueWeighting ↓
WADDELL & ASSOCIATES, LLC 723,168$18,925,0003.66%
Coulter & Justus Financial Services, LLC 98,004$2,565,0002.00%
ARGI Investment Services, LLC 1,003,290$26,256,0000.92%
CGN Advisors LLC 122,773$3,213,0000.81%
Beaird Harris Wealth Management, LLC 139,401$3,648,0000.80%
FINANCIAL MANAGEMENT NETWORK INC 58,212$1,617,0000.80%
RHS Financial, LLC 32,279$845,0000.75%
Klaas Financial Asset Advisors, LLC 93,035$2,435,0000.62%
SENTINEL PENSION ADVISORS INC 57,396$1,502,0000.52%
Bedel Financial Consulting, Inc. 65,093$1,853,0000.49%
View complete list of ISHARES TR shareholders