Golden State Wealth Management, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$182,000
+33.8%
12,9720.0%0.06%
+1.7%
Q1 2020$136,000
-30.6%
12,9720.0%0.06%
-7.7%
Q3 2019$196,0000.0%12,9720.0%0.06%
+4.8%
Q2 2019$196,000
-2.5%
12,9720.0%0.06%
-7.5%
Q1 2019$201,00012,9720.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
LeJeune Puetz Investment Counsel LLC 64,750$1,122,0000.81%
Mount Lucas Management LP 21,090$365,0000.07%
Freedom Investment Management, Inc. 61,626$1,068,0000.06%
D.A. DAVIDSON & CO. 46,306$802,0000.02%
Advisor Group, Inc. 43,909$761,0000.02%
Virtu KCG Holdings LLC 29,140$505,0000.01%
SII INVESTMENTS INC/WI 11,281$193,0000.01%
Anchor Investment Management, LLC 1,800$31,1940.01%
WEBSTER BANK, N. A. 2,900$50,0000.01%
Raymond James Financial Services Advisors, Inc. 46,334$803,0000.01%
View complete list of ISHARES TR shareholders