Wellspring Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 373 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$258,000
-6.2%
5,1950.0%0.08%
-1.3%
Q4 2021$275,000
-0.7%
5,1950.0%0.08%
-7.2%
Q3 2021$277,000
-8.0%
5,195
-7.7%
0.08%
-12.6%
Q2 2021$301,000
-55.8%
5,626
-54.9%
0.10%
-60.1%
Q4 2020$681,00012,4820.24%
Other shareholders
ISHARES TR shareholders Q2 2021
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