Centurion Wealth Management 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
Centurion Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$364,279
-20.6%
9,956
-15.2%
0.18%
-19.5%
Q2 2023$458,580
+5.2%
11,734
+0.5%
0.22%0.0%
Q1 2023$435,888
+16.7%
11,680
+13.4%
0.22%
+4.7%
Q4 2022$373,38310,2970.21%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders