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 ↓
MORGAN JESS S & CO INC 38,984$3,035,0003.15%
COTTONWOOD CAPITAL ADVISORS, LLC 36,752$2,861,0002.59%
SPC Financial, Inc. 238,539$18,570,0002.29%
Cadent Capital Advisors, LLC 48,088$3,744,0002.12%
Audent Global Asset Management, LLC 19,234$1,497,0001.03%
Telemetry Investments, L.L.C. 10,000$778,0000.92%
MinichMacGregor Wealth Management, LLC 28,281$2,201,0000.91%
Meadow Creek Wealth Advisors LLC 7,215$562,0000.69%
Endowment Wealth Management, Inc. 6,867$535,0000.64%
Well Done, LLC 36,571$2,847,0000.63%
View complete list of ISHARES TR shareholders