WCG Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 243 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$271
-10.9%
11,405
-10.3%
0.02%
-44.4%
Q2 2023$304
+7.8%
12,718
+8.4%
0.04%0.0%
Q1 2023$282
-99.9%
11,734
-0.7%
0.04%
-7.7%
Q4 2022$280,850
-7.0%
11,815
-8.2%
0.04%
-2.5%
Q3 2022$302,000
+29.6%
12,873
+33.0%
0.04%
+150.0%
Q2 2022$233,0009,6760.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 93,483$2,288,4641.49%
VERITY Wealth Advisors 25,716$629,5280.54%
Parkside Advisors LLC 62,623$1,532,9990.42%
ST GERMAIN D J CO INC 203,164$4,973,4550.26%
Apella Capital, LLC 179,032$4,366,5830.24%
CGN Advisors LLC 37,021$906,2740.13%
Bartlett & Co. LLC 63,876$1,5640.02%
View complete list of ISHARES TR shareholders