San Luis Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 245 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
MCMORGAN & CO LLC 177,591$12,318,0002.76%
Aspire Wealth Management Corp 42,769$2,966,0002.73%
Buttonwood Financial Group, LLC 36,808$2,506,0002.45%
Stewardship Advisors, LLC 80,473$5,582,0002.34%
AIRE ADVISORS, LLC 70,037$4,859,0001.73%
Future Financial Wealth Managment LLC 20,836$1,736,0001.70%
Sanford Advisory Services, LLC 84,140$5,836,0001.65%
LPWM LLC 40,348$2,860,0001.60%
Provident Wealth Management, LLC 34,486$2,392,0001.52%
ONE Advisory Partners, LLC 27,555$1,911,0001.27%
View complete list of ISHARES TR shareholders