Wells Financial Advisors INC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 174 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$58,518
+14.8%
6000.0%0.04%
+18.4%
Q2 2023$50,958
-1.0%
6000.0%0.04%
-7.3%
Q1 2023$51,486
-7.6%
6000.0%0.04%
-10.9%
Q4 2022$55,716
+11.4%
6000.0%0.05%
-4.2%
Q3 2022$50,0006000.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 38,843$3,333,1413.07%
Audent Global Asset Management, LLC 11,223$963,0801.35%
Riggs Asset Managment Co. Inc. 22,812$1,957,5000.76%
Independent Family Office, LLC 14,308$1,227,7710.71%
Wealth Management Partners, LLC 11,075$950,3470.66%
VIAWEALTH, LLC 9,548$819,3940.65%
Endowment Wealth Management, Inc. 6,992$595,0010.60%
MARTIN & CO INC /TN/ 24,871$2,134,1830.55%
Teamwork Financial Advisors, LLC 31,232$2,680,0620.50%
SAXON INTERESTS, INC. 8,724$748,5640.42%
View complete list of ISHARES TR shareholders