TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$12,589,774
+4.5%
353,645
+3.6%
2.69%
+17.7%
Q1 2023$12,049,620
+22.4%
341,349
+12.3%
2.28%
+14.4%
Q4 2022$9,842,132
+30.8%
303,863
+12.1%
2.00%
+25.2%
Q3 2022$7,527,000
+8652.3%
270,952
+11400.5%
1.60%
+9875.0%
Q1 2022$86,0002,3560.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BRR OpCo, LLC 2,390,721$94,147,00010.20%
Abundance Wealth Counselors 724,685$28,538,0007.32%
Integrity Financial Corp /WA 239,030$9,413,0006.97%
Richard P Slaughter Associates Inc 491,865$19,369,0006.85%
Richard Bernstein Advisors LLC 7,391,993$291,097,0005.62%
Klaas Financial Asset Advisors, LLC 560,492$22,072,0004.98%
Evergreen Wealth Solutions, LLC 129,314$5,092,0004.62%
MFA WEALTH ADVISORS, LLC 255,842$10,076,0004.26%
MBA Advisors LLC 172,780$6,804,0004.22%
Retirement Planning Group, LLC 1,105,361$43,529,0004.21%
View complete list of ISHARES TR shareholders