Wolff Financial Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 63 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 416,430$12,317,9958.96%
WADDELL & ASSOCIATES, LLC 1,252,283$37,042,5355.42%
Intelligence Driven Advisers, LLC 794,151$22,598,5144.01%
AllGen Financial Advisors, Inc. 139,829$4,136,1422.94%
Financial Strategies Group, Inc. 193,059$5,575,5461.76%
RHS Financial, LLC 58,313$1,724,8991.21%
Richard P Slaughter Associates Inc 132,122$3,908,1681.04%
CGN Advisors LLC 237,533$7,026,2260.95%
McKinley Carter Wealth Services, Inc. 299,996$8,873,8900.71%
BEDEL FINANCIAL CONSULTING INC 106,957$3,163,7750.64%
View complete list of ISHARES TR shareholders