Sweet Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUS and the CUSIP is 464288497. A total of 44 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sweet Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$482,677
-6.2%
9,7550.0%0.13%
-4.5%
Q2 2023$514,381
-1.2%
9,7550.0%0.13%
-6.9%
Q1 2023$520,429
+8.0%
9,7550.0%0.14%
+1.4%
Q4 2022$481,897
+20.8%
9,7550.0%0.14%
+11.8%
Q3 2022$399,000
-15.8%
9,7550.0%0.13%
-14.8%
Q2 2022$474,000
-20.3%
9,7550.0%0.15%
-6.3%
Q1 2022$595,000
-12.4%
9,7550.0%0.16%
-43.6%
Q4 2021$679,0009,7550.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
New Century Advisors, LLC 21,740$1,324,0001.12%
COURIER CAPITAL LLC 93,179$5,687,0000.57%
Lee Financial Co 50,334$3,072,0000.55%
Sweet Financial Partners, LLC 9,755$595,0000.16%
Cedar Wealth Management, LLC 4,763$291,0000.12%
Walkner Condon Financial Advisors LLC 4,348$265,000,0000.08%
Full Sail Capital, LLC 14,200$867,0000.07%
OLD MISSION CAPITAL LLC 27,220$1,661,0000.05%
FLOW TRADERS U.S. LLC 20,881$1,272,0000.04%
IHT Wealth Management, LLC 8,546$522,0000.04%
View complete list of ISHARES TR shareholders