Trek Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,251,947
+51.7%
325,006
+59.1%
2.22%
+57.3%
Q2 2023$15,989,789
-25.9%
204,316
-30.2%
1.41%
-30.0%
Q1 2023$21,585,016
-56.8%
292,559
-58.7%
2.01%
-59.7%
Q4 2022$50,007,982708,0274.99%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 242,198$15,164,00012.40%
ForthRight Wealth Management, LLC 304,753$19,081,00011.19%
COREPATH WEALTH PARTNERS LLC 217,867$14,179,00010.53%
IRONWOOD WEALTH MANAGEMENT, INC. 215,784$13,802,0009.92%
Madison Wealth Partners, Inc 198,124$12,405,0008.11%
GDS Wealth Management 579,599$36,289,0008.08%
HANTZ FINANCIAL SERVICES, INC. 328,692$20,579,0008.05%
Drake & Associates, LLC 218,039$13,651,0007.77%
Financial Council, LLC 107,188$6,711,0007.75%
SIGNATUREFD, LLC 3,605,089$225,715,0007.73%
View complete list of ISHARES TR shareholders