Collaborative Wealth Managment Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$200,754
-3.5%
2,463
-5.1%
0.13%
-10.2%
Q3 2022$208,000
-21.5%
2,595
-18.0%
0.15%
-15.5%
Q2 2022$265,000
-61.4%
3,164
-46.7%
0.17%
-53.7%
Q4 2021$686,000
+24.5%
5,935
+13.7%
0.38%
+18.2%
Q1 2021$551,0005,2190.32%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders