Golden State Equity Partners - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 82 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Golden State Equity Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$241,000
-14.2%
6,982
+8.9%
0.12%
-14.8%
Q4 2021$281,000
-4.4%
6,410
+10.5%
0.14%
+18.3%
Q3 2021$294,000
+3.2%
5,803
+6.0%
0.12%
+9.1%
Q2 2021$285,0005,4740.11%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 92,174$4,234,0001.72%
STRATEGIC WEALTH MANAGEMENT INC 45,501$2,090,0001.28%
Outlook Wealth Advisors, LLC 15,613$717,0000.26%
TCG Advisory Services, LLC 12,838$500,0000.23%
Wealthcare Advisory Partners LLC 55,097$2,531,0000.22%
Archer Investment Corp 7,000$321,580,0000.15%
BAKER TILLY WEALTH MANAGEMENT, LLC 6,198$285,0000.09%
Tolleson Wealth Management, Inc. 5,334$245,0000.08%
Wharton Business Group, LLC 21,110$970,0000.08%
NAPLES GLOBAL ADVISORS, LLC 6,415$295,0000.05%
View complete list of ISHARES TR shareholders