Horizons Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 32 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Horizons Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$293,537
-36.2%
10,673
-33.5%
0.23%
-23.2%
Q1 2024$460,2510.0%16,0570.0%0.30%0.0%
Q4 2023$460,251
+16.7%
16,057
+1.9%
0.30%
+4.9%
Q3 2023$394,536
-2.5%
15,753
+1.4%
0.29%
+0.3%
Q2 2023$404,679
-7.6%
15,535
-4.6%
0.29%
-10.6%
Q1 2023$438,127
+98577.3%
16,289
+0.5%
0.32%
-9.6%
Q4 2022$444
-99.9%
16,202
+19.7%
0.36%
+14.5%
Q3 2022$336,000
-18.0%
13,541
+1.3%
0.31%
-7.5%
Q2 2022$410,00013,3730.34%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
CPWM, LLC 207,804$7,697,0000.61%
Lester Murray Antman dba SimplyRich 21,514$802,0000.27%
Schoolcraft Capital LLC 15,767$587,4260.18%
CARDIFF PARK ADVISORS, LLC 22,693$845,0000.11%
SOA Wealth Advisors, LLC. 10,917$406,0000.10%
Equitable Holdings, Inc. 125,310$4,669,0000.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,769$960,0000.05%
Freedom Investment Management, Inc. 17,334$646,0000.05%
Sterling Investment Advisors, Ltd. 2,906$108,0000.03%
Rathbones Group PLC 61,687$2,298,0000.02%
View complete list of ISHARES TR shareholders