Collaborative Wealth Managment Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

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 Q1 2023
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders