Trevian Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders