Regent Peak Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$409,000
-50.6%
8,249
-47.3%
0.12%
-48.0%
Q4 2021$828,000
-0.4%
15,639
+0.2%
0.22%
-5.5%
Q3 2021$831,000
-1.3%
15,6070.0%0.24%
+1.3%
Q2 2021$842,000
-0.5%
15,607
-2.7%
0.24%
-15.5%
Q1 2021$846,000
-23.6%
16,042
-20.9%
0.28%
-24.7%
Q4 2020$1,107,000
+38.0%
20,279
+37.6%
0.37%
+8.2%
Q3 2020$802,000
+3.2%
14,739
+3.0%
0.34%
-3.1%
Q2 2020$777,000
+9.6%
14,310
+5.8%
0.35%
-10.9%
Q1 2020$709,000
-96.4%
13,523
-96.5%
0.40%
-95.7%
Q4 2019$19,936,000382,5939.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders