WCG Wealth Advisors LLC - ISHARES U S ETF TR ownership

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,255
-0.9%
13,352
-2.0%
0.09%
-37.8%
Q2 2023$1,267
+17.1%
13,626
+15.4%
0.15%
+6.5%
Q1 2023$1,082
-99.9%
11,811
+2.9%
0.14%
-2.1%
Q4 2022$1,038,282
+16.9%
11,474
+14.7%
0.14%
+21.4%
Q3 2022$888,00010,0040.12%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
SimpliFi, Inc. 348,056$33,312,00014.55%
Capital Advantage, Inc. 268,413$25,566,0006.13%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,307$13,142,0005.42%
Richard Bernstein Advisors LLC 2,043,616$195,595,0003.77%
WJ Wealth Management, LLC 64,268$6,145,0003.67%
MBM Wealth Consultants, LLC 69,368$6,639,0002.76%
Redhawk Wealth Advisors, Inc. 68,966$6,601,0001.68%
COLLECTIVE FAMILY OFFICE LLC 38,265$3,662,0001.44%
Wealthcare Advisory Partners LLC 207,226$19,834,0001.19%
Graypoint LLC 95,721$9,161,0000.96%
View complete list of ISHARES U S ETF TR shareholders