Financial Strategies Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
Financial Strategies Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,816,270
-4.2%
996,942
+0.5%
10.67%
-5.5%
Q2 2023$35,297,945
+18.4%
991,515
+17.4%
11.29%
-1.6%
Q1 2023$29,818,969844,73011.48%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Richard P Slaughter Associates Inc 464,986$14,568,0006.68%
Abundance Wealth Counselors 687,232$21,531,0006.20%
Epstein & White Financial LLC 470,088$14,715,0005.25%
TOBIAS FINANCIAL ADVISORS, INC. 289,870$9,082,0004.98%
Richard Bernstein Advisors LLC 5,311,830$166,418,0004.67%
Retirement Planning Group, LLC 898,455$28,149,0004.59%
Crumly & Associates Inc. 165,473$5,184,0004.43%
Adams Chetwood Wealth Management LLC 132,665$4,156,0004.00%
Stewardship Advisors, LLC 246,573$7,856,0003.93%
Armbruster Capital Management, Inc. 301,608$9,449,0003.63%
View complete list of ISHARES TR shareholders