Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 543 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 ↓
Mascoma Wealth Management LLC 266,258$15,230,00010.72%
Financial Partners Group, Inc 152,263$8,709,0006.39%
F3Logic, LLC 141,368$8,111,0005.79%
GM Advisory Group, LLC 287,737$16,459,0004.89%
Community Financial Services Group, LLC 221,655$12,679,0004.54%
Advanced Asset Management Advisors Inc 239,600$13,705,0004.42%
Integrated Wealth Concepts LLC 178,021$10,240,0003.50%
Portfolio Strategies, Inc. 91,855$5,254,0003.49%
ALLEGHANY CORP /DE 1,512,000$86,486,0002.22%
Ford Financial Group, LLC 42,645$2,452,0001.79%
View complete list of ISHARES TR shareholders