WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 617 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$52,878
+18.1%
6000.0%0.05%
+2.2%
Q3 2023$44,772
-4.7%
6000.0%0.05%0.0%
Q2 2023$46,956
+10.8%
6000.0%0.05%
+43.8%
Q4 2022$42,378
+5.9%
6000.0%0.03%
-5.9%
Q2 2022$40,0006000.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 229,999$17,450,00011.93%
IRONWOOD WEALTH MANAGEMENT, INC. 215,151$16,324,00011.78%
COREPATH WEALTH PARTNERS LLC 213,114$15,864,00011.04%
ASPIRIANT, LLC 2,495,486$189,318,00010.41%
Financial Council, LLC 110,463$8,381,00010.15%
ForthRight Wealth Management, LLC 255,773$19,406,00010.03%
Employees' Retirement Fund of the City of Fort Worth 580,217$44,021,0639.24%
WJ Wealth Management, LLC 177,480$13,458,0008.95%
GDS Wealth Management 533,216$40,311,0008.88%
SIGNATUREFD, LLC 3,843,218$291,585,0008.78%
View complete list of ISHARES TR shareholders