San Luis Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 205 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
San Luis Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$517,0000.0%5,7950.0%0.25%
-52.0%
Q4 2021$517,000
-74.2%
5,795
-71.1%
0.53%
-52.7%
Q3 2021$2,001,000
+156.5%
20,063
+148.5%
1.12%
+121.7%
Q4 2020$780,0008,0740.50%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BW Gestao de Investimentos Ltda. 425,000$42,390,00012.90%
Sanford Advisory Services, LLC 143,521$14,315,0003.59%
Provident Wealth Management, LLC 40,618$4,051,0003.07%
Stewardship Advisors, LLC 77,901$7,770,0002.94%
Capital Advisory Group Advisory Services, LLC 51,939$5,180,0001.88%
Compass Financial Group, Inc. 31,837$3,175,0001.74%
Future Financial Wealth Managment LLC 16,092$1,641,0001.69%
MCMORGAN & CO LLC 72,816$7,263,0001.46%
Newbridge Financial Services Group, Inc. 21,825$2,177,0001.36%
Cardan Capital Partners, LLC 118,062$11,776,0001.32%
View complete list of ISHARES TR shareholders