Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 244 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$41,536
-3.2%
1,1000.0%0.02%0.0%
Q4 2022$42,889
+15.9%
1,1000.0%0.02%
+27.8%
Q3 2022$37,0000.0%1,1000.0%0.02%
+28.6%
Q2 2022$37,0001,1000.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Versant Capital Management, Inc 375,997$14,705,2614.38%
Buttonwood Financial Group, LLC 77,067$3,014,1382.19%
WealthPLAN Partners, LLC 6,659$260,4330.03%
TOMPKINS FINANCIAL CORP 4,828$188,8230.02%
Anchor Investment Management, LLC 3,380$132,1810.02%
Diversified Trust Co 5,281$206,5390.01%
Peoples Bank/KS 150$5,8660.01%
Founders Capital Management 132$5,1630.00%
Pacifica Partners Inc. 168$6,5450.00%
Valued Wealth Advisors LLC 12$5050.00%
View complete list of ISHARES TR shareholders