Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,000
-95.8%
14
-95.2%
0.00%
-100.0%
Q2 2022$24,000
-22.6%
2890.0%0.01%
-25.0%
Q1 2022$31,000
-31.1%
289
-25.7%
0.01%
-33.3%
Q4 2021$45,000
+12.5%
3890.0%0.02%0.0%
Q3 2021$40,0003890.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 497,864$57,667,00018.02%
Madison Wealth Partners, Inc 284,803$32,935,00016.56%
Legacy Financial Group LLC 335,565$37,550,00016.14%
Financial Council, LLC 106,646$12,333,00014.74%
Tennessee Valley Asset Management Partners 350,633$40,547,00013.54%
ForthRight Wealth Management, LLC 182,749$21,133,00011.55%
Vantage Financial Partners, LLC 251,397$29,072,00011.38%
Mascoma Wealth Management LLC 248,716$28,762,0009.95%
Veracity Capital LLC 196,948$22,775,0009.14%
WJ Wealth Management, LLC 127,037$14,689,0008.78%
View complete list of ISHARES TR shareholders