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 Q2 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
Q2 2024$524,256
-0.2%
11,254
-3.2%
0.18%
-5.1%
Q1 2024$525,074
+11.7%
11,630
-1.5%
0.20%
+5.4%
Q4 2023$469,937
+17.7%
11,802
+2.4%
0.18%
+6.3%
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 Q2 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 137,784$4,917,0004.95%
Sharkey, Howes & Javer 216,770$7,737,0001.77%
One Wealth Advisors, LLC 165,848$5,919,0001.45%
Walkner Condon Financial Advisors LLC 71,895$2,566,000,0000.73%
Goodwin Investment Advisory 28,064$1,002,0000.69%
Horst & Graben Wealth Management LLC 72,136$2,575,0000.63%
Dentgroup LLC 17,876$638,0000.62%
Keystone Financial Services 29,810$928,0000.54%
SPINNAKER TRUST 175,511$6,264,0000.42%
GenWealth Group, Inc. 41,466$1,480,0000.41%
View complete list of ISHARES TR shareholders