WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$50,185
-3.0%
1,1120.0%0.05%
+2.0%
Q2 2023$51,749
+1.2%
1,1120.0%0.05%
+30.8%
Q4 2022$51,1191,1120.04%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 48,213$2,698,0001.35%
NICOLA WEALTH MANAGEMENT LTD. 120,000$6,671,0000.95%
LFA - Lugano Financial Advisors SA 10,000$551,0000.51%
FundX Investment Group, LLC 23,218$1,291,0000.50%
RETIREMENT CAPITAL STRATEGIES 9,818$549,0000.25%
Financial Architects, Inc 14,547$809,0000.18%
Watson Rebecca 5,402$300,0000.18%
JFG Wealth Management, LLC 3,116$173,218,0000.12%
Epstein & White Financial LLC 5,763$320,0000.11%
Vanguard Personalized Indexing Management, LLC 4,228$235,0000.07%
View complete list of ISHARES TR shareholders