Live Oak Investment Partners - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Live Oak Investment Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$100,425
-2.9%
1,0590.0%0.09%
+1.2%
Q2 2023$103,400
+10.0%
1,0590.0%0.09%
+3.6%
Q1 2023$94,007
+8.9%
1,0590.0%0.08%
+5.1%
Q4 2022$86,3291,0590.08%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders