TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 159 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$864,412
-7.2%
24,940
-3.7%
0.66%
+230.7%
Q2 2023$931,455
+18.9%
25,910
+9.4%
0.20%
+33.6%
Q1 2023$783,138
+8.4%
23,681
+0.5%
0.15%
+1.4%
Q4 2022$722,686
+39.2%
23,571
+27.0%
0.15%
+33.6%
Q3 2022$519,000
-3.7%
18,555
+2.8%
0.11%
-4.3%
Q2 2022$539,000
-30.8%
18,053
-17.3%
0.12%
-19.0%
Q1 2022$779,000
-4.5%
21,840
+5.5%
0.14%
-12.3%
Q4 2021$816,00020,7080.16%
Other shareholders
ISHARES TR shareholders Q2 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