Physician Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 129 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$420,182
-5.3%
11,981
-2.8%
0.11%
-1.8%
Q2 2023$443,625
+7.5%
12,323
-1.0%
0.11%
+1.9%
Q1 2023$412,605
+3.9%
12,447
+1.1%
0.11%
+0.9%
Q4 2022$397,024
+6.7%
12,315
-1.7%
0.11%
-6.1%
Q3 2022$372,000
-9.9%
12,534
-1.1%
0.11%
-5.0%
Q2 2022$413,000
-5.1%
12,676
-1.5%
0.12%
+3.4%
Q1 2022$435,000
-11.0%
12,869
-0.4%
0.12%
-9.4%
Q4 2021$489,00012,9160.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders