Morling Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HSCZ and the CUSIP is 46435G839. A total of 29 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
Morling Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$40,098
-2.1%
1,4390.0%0.04%
+2.6%
Q2 2023$40,947
+3.9%
1,4390.0%0.04%
-7.1%
Q1 2023$39,394
+6.1%
1,4390.0%0.04%
-10.6%
Q4 2022$37,146
-13.6%
1,4390.0%0.05%
-20.3%
Q3 2022$43,000
-4.4%
1,4390.0%0.06%0.0%
Q2 2022$45,000
-10.0%
1,4390.0%0.06%
-6.3%
Q1 2022$50,000
-5.7%
1,4390.0%0.06%
+23.5%
Q4 2021$53,0001,4390.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CAPITAL WEALTH MANAGEMENT, LLC 27,715$1,021,0000.79%
Atlas Private Wealth Management, LLC 25,777$950,0000.58%
Cascadia Advisory Services, LLC 25,309$933,0000.19%
CreativeOne Wealth, LLC 41,803$1,540,0000.09%
Verde Capital Management 5,689$210,0000.09%
Savior LLC 1,315$48,0000.05%
Sowell Financial Services LLC 16,828$620,0000.04%
Dynamic Advisor Solutions LLC 11,535$425,0000.03%
AE Wealth Management LLC 94,706$3,490,0000.03%
Cetera Advisor Networks LLC 43,348$1,597,0000.02%
View complete list of ISHARES TR shareholders