Strategic Financial Concepts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 563 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.

Quarter-by-quarter ownership
Strategic Financial Concepts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$101,132
-59.9%
169,409
+7764.9%
0.06%
-3.3%
Q1 2024$252,485
+22.1%
2,154
-1.2%
0.06%
-12.9%
Q3 2023$206,845
-1.6%
2,181
+1.3%
0.07%
-9.1%
Q2 2023$210,2422,1530.08%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 605,472$71,549,00023.74%
Tennessee Valley Asset Management Partners 329,871$33,00015.64%
Madison Wealth Partners, Inc 262,585$26,516,00015.18%
Legacy Financial Group LLC 453,289$45,773,00013.82%
ForthRight Wealth Management, LLC 185,777$18,760,00011.90%
Mascoma Wealth Management LLC 241,697$24,407,00010.43%
IRONWOOD WEALTH MANAGEMENT, INC. 128,778$13,004,0009.33%
Petix & Botte Co 93,854$9,477,0006.61%
Elevation Capital Advisory, LLC 95,991$9,694,0005.44%
Advanced Asset Management Advisors Inc 239,600$24,195,0005.12%
View complete list of ISHARES TR shareholders