Long Run Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 543 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Long Run Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$569,065
-93.0%
7,713
-93.3%
0.19%
-93.4%
Q4 2022$8,154,694
+15.4%
115,457
+2.3%
2.93%
+4.8%
Q3 2022$7,067,000112,8692.80%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 229,999$17,450,00011.93%
IRONWOOD WEALTH MANAGEMENT, INC. 215,151$16,324,00011.78%
COREPATH WEALTH PARTNERS LLC 213,114$15,864,00011.04%
ASPIRIANT, LLC 2,495,486$189,318,00010.41%
Financial Council, LLC 110,463$8,381,00010.15%
ForthRight Wealth Management, LLC 255,773$19,406,00010.03%
Employees' Retirement Fund of the City of Fort Worth 580,217$44,021,0639.24%
WJ Wealth Management, LLC 177,480$13,458,0008.95%
GDS Wealth Management 533,216$40,311,0008.88%
SIGNATUREFD, LLC 3,843,218$291,585,0008.78%
View complete list of ISHARES TR shareholders