Latitude Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
Latitude Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$248,000
-2.4%
2,348
+7.1%
0.06%
-21.1%
Q4 2021$254,000
+12.4%
2,192
-0.8%
0.07%
-1.4%
Q3 2021$226,0002,2100.07%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders