Marshall Financial Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Marshall Financial Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$931,000
-23.1%
20,915
-19.1%
0.39%
-18.8%
Q2 2022$1,211,000
-39.3%
25,860
-35.7%
0.48%
-40.7%
Q1 2022$1,995,000
-14.2%
40,201
-8.5%
0.82%
-4.8%
Q4 2021$2,325,000
-82.1%
43,933
-82.0%
0.86%
-87.2%
Q3 2021$12,996,000
-5.6%
244,103
-5.1%
6.72%
-9.6%
Q2 2021$13,763,000
+7.7%
257,306
+6.2%
7.44%
-2.7%
Q1 2021$12,781,000
-0.0%
242,301
+3.4%
7.64%
-8.4%
Q4 2020$12,787,000234,2808.34%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders