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 ↓
Harborview Advisors, LLC 76,616$6,993,0005.34%
Tri-Star Advisors Inc. 33,629$3,110,0001.95%
OmniStar Financial Group, Inc. 15,304$1,397,0001.05%
Semmax Financial Advisors Inc. 21,987$2,007,0000.96%
Riverpoint Wealth Management Holdings, LLC 11,654$1,064,0000.39%
ASSETMARK, INC 640,198$58,437,0000.38%
Titus Wealth Management 4,262$389,0000.28%
Watson Rebecca 4,895$447,0000.26%
Founders Financial Alliance, LLC 4,781$438,0000.26%
WealthOne, LLC 2,590$236,0000.13%
View complete list of ISHARES U S ETF TR shareholders