Masso Torrence Wealth Management Inc. - ISHARES TR ownership

Quarter-by-quarter ownership
Masso Torrence Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$637,931
-4.5%
25,155
-4.7%
0.49%
+1.7%
Q2 2023$667,782
-12.5%
26,405
-12.8%
0.48%
-20.2%
Q1 2023$763,131
+0.6%
30,2950.0%0.60%0.0%
Q4 2022$758,28430,2950.60%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 5,362,890$140,186,0005.03%
PFG Private Wealth Management, LLC 260,079$6,798,0004.68%
Tillar-Wenstrup Advisors, LLC 350,819$9,170,0004.47%
TLWM 362,678$9,473,0003.60%
RVW Wealth, LLC 942,672$25,000,0003.26%
Paradigm, Strategies in Wealth Management, LLC 109,452$2,861,0002.76%
MV CAPITAL MANAGEMENT, INC. 541,182$14,147,0002.58%
Cribstone Capital Management, LLC 146,084$3,819,0002.51%
Day & Ennis, LLC 245,382$6,414,0002.42%
Sound View Wealth Advisors Group, LLC 364,077$9,517,0002.22%
View complete list of ISHARES TR shareholders