WCG Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 572 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,506
+2.0%
44,709
+6.6%
0.19%
-9.3%
Q1 2024$2,457
+31.9%
41,933
+21.5%
0.20%
+49.6%
Q4 2023$1,863
+28.4%
34,515
+15.3%
0.14%
+29.2%
Q3 2023$1,451
-99.8%
29,925
+169.4%
0.11%
+32.5%
Q4 2022$583,895
+10.4%
11,107
-1.0%
0.08%
+14.3%
Q3 2022$529,000
-65.0%
11,220
-57.3%
0.07%
-32.7%
Q2 2022$1,513,00026,2760.10%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders