Trevian Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Trevian Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$254
-3.8%
7,3360.0%0.23%
-88.9%
Q2 2023$264
+9.1%
7,336
+0.2%
2.11%
+831.9%
Q1 2023$242
+8.0%
7,3180.0%0.23%
-7.8%
Q4 2022$224
-99.9%
7,318
+0.3%
0.24%
+6.5%
Q3 2022$204,000
-6.4%
7,2930.0%0.23%
-3.0%
Q2 2022$218,000
-16.5%
7,2930.0%0.24%
-6.3%
Q1 2022$261,000
-9.4%
7,2930.0%0.25%
-8.3%
Q4 2021$288,0007,2930.28%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 76,430$2,775,0000.88%
Walkner Condon Financial Advisors LLC 47,451$1,726,0000.63%
Horst & Graben Wealth Management LLC 41,238$1,497,0000.42%
Capital CS Group, LLC 13,220$480,0000.39%
SPINNAKER TRUST 148,384$5,387,0000.38%
RETIREMENT CAPITAL STRATEGIES 22,538$818,0000.31%
Goodwin Investment Advisory 6,593$241,0000.26%
55I, LLC 184,708$6,705,0000.24%
Financial Advisors, LLC 17,739$644,0000.23%
Sharkey, Howes & Javer 20,746$753,0000.20%
View complete list of ISHARES TR shareholders