West Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 129 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
West Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$399,404
+0.3%
11,523
+4.1%
0.17%
+3.6%
Q2 2023$398,020
+9.1%
11,071
+0.4%
0.17%
-0.6%
Q1 2023$364,819
+0.9%
11,032
-6.5%
0.17%
-6.1%
Q4 2022$361,561
+21.7%
11,793
+11.2%
0.18%
+19.2%
Q3 2022$297,000
-10.0%
10,603
-4.1%
0.15%
-1.3%
Q2 2022$330,000
-29.5%
11,052
-15.8%
0.15%
-17.7%
Q1 2022$468,000
+123.9%
13,124
+147.6%
0.19%
+135.4%
Q4 2021$209,0005,3000.08%
Other shareholders
ISHARES TR shareholders Q1 2022
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