Strategic Financial Concepts, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Strategic Financial Concepts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$211,708
-6.4%
2,254
-2.8%
0.07%
-13.3%
Q2 2023$226,154
+7.8%
2,320
+0.0%
0.08%
-2.4%
Q1 2023$209,7432,3190.08%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 266,691$22,949,00028.08%
Sharkey, Howes & Javer 646,600$55,627,00018.57%
BHF RG Capital Inc. 279,556$24,050,00018.14%
ONE Advisory Partners, LLC 274,081$23,579,00016.15%
CLIENT 1ST ADVISORY GROUP, LLC 262,068$22,708,00014.74%
FIRETHORN WEALTH PARTNERS, LLC 121,045$10,414,00011.25%
55I, LLC 1,748,678$150,439,00011.22%
VIVID FINANCIAL MANAGEMENT, INC. 263,385$22,659,00010.93%
PAX Financial Group, LLC 396,046$34,072,00010.66%
Stone House Investment Management, LLC 239,258$20,583,00010.37%
View complete list of ISHARES TR shareholders