COREPATH WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 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
COREPATH WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,828,653
-2.7%
239,955
+4.3%
10.75%
-0.0%
Q2 2023$18,323,081
+8.5%
230,016
+1.2%
10.75%
+1.4%
Q1 2023$16,881,946
+5.0%
227,213
+2.6%
10.60%
-1.1%
Q4 2022$16,085,527
+13.4%
221,350
+1.6%
10.72%
+1.8%
Q3 2022$14,179,000
+1.9%
217,867
+3.4%
10.53%
+2.2%
Q2 2022$13,918,000
-12.3%
210,617
-1.2%
10.30%
-6.7%
Q1 2022$15,864,000
+4.5%
213,114
+8.0%
11.04%
+1.6%
Q4 2021$15,179,000
+10.7%
197,380
+3.7%
10.86%
+3.2%
Q3 2021$13,713,000
+1.9%
190,426
+3.5%
10.53%
+1.1%
Q2 2021$13,455,000
+13.8%
183,907
+9.3%
10.41%
+0.2%
Q1 2021$11,821,000
+29.1%
168,321
+15.2%
10.40%
+9.0%
Q4 2020$9,153,000146,0529.54%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 242,198$15,164,00012.40%
ForthRight Wealth Management, LLC 304,753$19,081,00011.19%
COREPATH WEALTH PARTNERS LLC 217,867$14,179,00010.53%
IRONWOOD WEALTH MANAGEMENT, INC. 215,784$13,802,0009.92%
Madison Wealth Partners, Inc 198,124$12,405,0008.11%
GDS Wealth Management 579,599$36,289,0008.08%
HANTZ FINANCIAL SERVICES, INC. 328,692$20,579,0008.05%
Drake & Associates, LLC 218,039$13,651,0007.77%
Financial Council, LLC 107,188$6,711,0007.75%
SIGNATUREFD, LLC 3,605,089$225,715,0007.73%
View complete list of ISHARES TR shareholders