Wells Financial Advisors INC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 160 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.

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 Q1 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 149,888$8,709,0002.93%
EWG Elevate Inc. 119,167$6,925,0002.86%
ALTFEST L J & CO INC 71,752$4,169,0000.87%
GILL CAPITAL PARTNERS, LLC 22,628$1,315,0000.60%
MARTIN & CO INC /TN/ 42,677$2,480,0000.58%
Teamwork Financial Advisors, LLC 42,142$2,449,0000.48%
Independent Family Office, LLC 12,852$747,0000.31%
STERLING INVESTMENT ADVISORS LLC /ADV 5,966$347,0000.21%
CARRET ASSET MANAGEMENT, LLC 28,400$1,650,0000.20%
GRIMES & COMPANY, INC. 71,325$4,145,0000.18%
View complete list of ISHARES TR shareholders