ADVISOR PARTNERS II, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 509 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.30 and the average weighting 1.1%.

Quarter-by-quarter ownership
ADVISOR PARTNERS II, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$336,968
-3.9%
7,7130.0%0.01%
-12.5%
Q2 2023$350,710
-1.4%
7,713
+0.1%
0.02%
-20.0%
Q1 2023$355,632
+2.8%
7,7060.0%0.02%
-4.8%
Q4 2022$346,095
+4.6%
7,706
+3.6%
0.02%
-16.0%
Q3 2022$331,0007,4380.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 465,104$24,748,00010.87%
Firestone Capital Management 601,137$32,155,00010.64%
First Ascent Asset Management, LLC 899,864$47,909,00010.64%
Williams Financial, LLC 209,495$11,154,0009.65%
R. W. Roge & Company, Inc. 267,725$14,176,0008.40%
MCMORGAN & CO LLC 778,751$41,461,0008.32%
ONE Advisory Partners, LLC 237,025$12,619,0007.83%
High Falls Advisors, Inc 540,099$28,755,0007.81%
SigFig Wealth Management, LLC 2,595,464$138,183,0006.93%
JACOBSON & SCHMITT ADVISORS, LLC 465,331$24,774,0006.83%
View complete list of ISHARES TR shareholders