Strategic Financial Concepts, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 632 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.03 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 Q1 2024
NameSharesValueWeighting ↓
Mascoma Wealth Management LLC 266,258$15,230,00010.72%
Financial Partners Group, Inc 152,263$8,709,0006.39%
F3Logic, LLC 141,368$8,111,0005.79%
GM Advisory Group, LLC 287,737$16,459,0004.89%
Community Financial Services Group, LLC 221,655$12,679,0004.54%
Advanced Asset Management Advisors Inc 239,600$13,705,0004.42%
Integrated Wealth Concepts LLC 178,021$10,240,0003.50%
Portfolio Strategies, Inc. 91,855$5,254,0003.49%
ALLEGHANY CORP /DE 1,512,000$86,486,0002.22%
Ford Financial Group, LLC 42,645$2,452,0001.79%
View complete list of ISHARES TR shareholders