Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 142 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$553,275
-20.1%
15,963
-17.1%
0.33%
-19.1%
Q2 2023$692,035
-4.3%
19,250
-12.0%
0.40%
-14.4%
Q1 2023$723,371
-5.1%
21,874
-12.1%
0.47%
-12.8%
Q4 2022$762,573
+6.1%
24,872
-3.0%
0.54%
-0.6%
Q3 2022$719,000
-99.9%
25,650
+10.2%
0.54%
+1.5%
Q2 2022$695,434,000
+69304.6%
23,282
-17.0%
0.54%
-22.0%
Q1 2022$1,002,000
-13.4%
28,064
-4.2%
0.69%
-20.7%
Q4 2021$1,157,000
+35.5%
29,298
+24.3%
0.87%
+4.3%
Q3 2021$854,000
+254.4%
23,575
+257.6%
0.83%
+216.8%
Q2 2021$241,000
+47.0%
6,593
+32.2%
0.26%
+35.8%
Q1 2021$164,000
+10.8%
4,989
+4.5%
0.19%
+6.6%
Q4 2020$148,0004,7740.18%
Other shareholders
ISHARES TR shareholders Q4 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