Coston, McIsaac & Partners - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 539 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10.0%150.0%0.00%
Q2 2023$10.0%150.0%0.00%
Q1 2023$10.0%150.0%0.00%
Q4 2022$1
-99.9%
150.0%0.00%
Q3 2022$1,000150.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 286,911$23,388,96516.62%
Madison Wealth Partners, Inc 346,875$28,277,23116.50%
HILLTOP WEALTH ADVISORS, LLC 231,434$18,866,49216.00%
Tennessee Valley Asset Management Partners 468,792$38,215,87813.26%
Legacy Financial Group LLC 449,721$36,661,29310.98%
DDFG, Inc 306,266$24,966,81310.33%
Veracity Capital LLC 248,747$20,277,8939.72%
DOLIVER ADVISORS, LP 348,597$28,417,6279.34%
ForthRight Wealth Management, LLC 202,572$16,513,6688.44%
Spectrum Wealth Advisory Group, LLC 71,620$5,838,4628.13%
View complete list of ISHARES TR shareholders