Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$32,000
-11.1%
4800.0%0.01%
-14.3%
Q1 2022$36,000
-29.4%
480
-27.6%
0.01%
-33.3%
Q4 2021$51,000
+8.5%
6630.0%0.02%0.0%
Q3 2021$47,0006630.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Family Firm, Inc. 253,059$43,617,00015.41%
Tennessee Valley Asset Management Partners 349,221$19,783,00014.96%
Avidian Wealth Solutions, LLC 689,098$39,037,0009.23%
Balentine LLC 2,584,154$146,392,0008.82%
ERTS Wealth Advisors, LLC 196,153$11,112,0006.13%
Fortis Advisors, LLC 205,822$11,660,0005.66%
ASPIRIANT, LLC 919,447$52,081,0004.34%
Miller Investment Management, LP 281,871$15,968,0003.65%
BIEGEL & WALLER LLC 91,087$5,160,0002.64%
SENTINEL TRUST CO LBA 148,040$8,386,0002.31%
View complete list of ISHARES TR shareholders