West Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
West Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,166,416
-4.6%
59,208
+1.9%
0.94%
-1.6%
Q2 2023$2,270,223
+8.3%
58,092
+3.4%
0.96%
-1.0%
Q1 2023$2,096,411
-1.1%
56,174
-3.9%
0.97%
-7.9%
Q4 2022$2,119,326
+5.2%
58,448
-6.5%
1.05%
+3.0%
Q3 2022$2,015,000
-27.1%
62,514
-23.0%
1.02%
-20.2%
Q2 2022$2,763,00081,1971.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders