Freedman Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Freedman Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$8,0000.0%990.0%0.01%
+20.0%
Q4 2021$8,000
+14.3%
990.0%0.01%0.0%
Q3 2021$7,0000.0%990.0%0.01%0.0%
Q2 2021$7,0000.0%990.0%0.01%
-16.7%
Q1 2021$7,000
+16.7%
990.0%0.01%
+20.0%
Q4 2020$6,000990.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 740,195$52,465,00031.12%
IRONWOOD WEALTH MANAGEMENT, INC. 212,395$15,055,00011.16%
Financial Council Asset Management Inc 109,905$7,790,00010.99%
COREPATH WEALTH PARTNERS LLC 190,426$13,713,00010.53%
ASPIRIANT, LLC 2,500,469$177,195,00010.41%
SIGNATUREFD, LLC 3,558,773$252,246,0008.71%
ForthRight Wealth Management, LLC 200,306$14,198,0008.62%
HANTZ FINANCIAL SERVICES, INC. 310,599$22,015,0007.05%
Madison Wealth Partners, Inc 165,382$11,722,0006.61%
Petix & Botte Co 250,175$17,731,0006.01%
View complete list of ISHARES TR shareholders