Whelan Financial - ISHARES TR ownership

Quarter-by-quarter ownership
Whelan Financial ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$649,963
-15.6%
8,722
-10.5%
0.34%
-14.7%
Q2 2023$769,947
-0.2%
9,7400.0%0.40%
-6.1%
Q1 2023$771,311
-15.2%
9,740
-15.5%
0.43%
-22.0%
Q4 2022$909,122
+161.2%
11,521
+134.7%
0.55%
+129.7%
Q3 2022$348,0004,9080.24%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Bond & Devick Financial Network, Inc. 14,207$1,058,6880.68%
Evergreen Wealth Solutions, LLC 7,061$526,1860.53%
WFA Asset Management Corp 10,630$792,1590.47%
REGATTA CAPITAL GROUP, LLC 16,706$1,244,9600.40%
MISSION WEALTH MANAGEMENT, LP 134,057$9,989,9050.37%
Whelan Financial 8,722$649,9630.34%
Berkshire Bank 14,858$1,107,2180.32%
Warren Street Wealth Advisors, LLC 5,799$432,1410.29%
KilterHowling LLC 3,847$286,6760.25%
First Pacific Financial 7,156$533,2650.24%
View complete list of ISHARES TR shareholders