COLLECTIVE FAMILY OFFICE LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 502 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
COLLECTIVE FAMILY OFFICE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$920,325
-10.3%
9,705
-7.6%
0.36%
-10.5%
Q2 2023$1,025,708
+6.9%
10,505
-2.8%
0.40%
+1.5%
Q1 2023$959,160
-25.2%
10,805
-31.3%
0.40%
-31.4%
Q4 2022$1,282,310
+493.7%
15,730
+482.6%
0.58%
+433.3%
Q3 2022$216,0002,7000.11%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 497,864$57,667,00018.02%
Madison Wealth Partners, Inc 284,803$32,935,00016.56%
Legacy Financial Group LLC 335,565$37,550,00016.14%
Financial Council, LLC 106,646$12,333,00014.74%
Tennessee Valley Asset Management Partners 350,633$40,547,00013.54%
ForthRight Wealth Management, LLC 182,749$21,133,00011.55%
Vantage Financial Partners, LLC 251,397$29,072,00011.38%
Mascoma Wealth Management LLC 248,716$28,762,0009.95%
Veracity Capital LLC 196,948$22,775,0009.14%
WJ Wealth Management, LLC 127,037$14,689,0008.78%
View complete list of ISHARES TR shareholders