FourThought Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.

Quarter-by-quarter ownership
FourThought Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$571,252
+3.4%
6,024
+6.5%
0.08%
+9.6%
Q2 2023$552,443
+10.0%
5,6570.0%0.07%
+5.8%
Q1 2023$502,257
+2.4%
5,657
-6.0%
0.07%
-2.8%
Q4 2022$490,6666,0180.07%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 497,864$57,667,00018.02%
Madison Wealth Partners, Inc 284,803$32,935,00016.56%
Legacy Financial Group LLC 335,565$37,550,00016.14%
Financial Council, LLC 106,646$12,333,00014.74%
Tennessee Valley Asset Management Partners 350,633$40,547,00013.54%
ForthRight Wealth Management, LLC 182,749$21,133,00011.55%
Vantage Financial Partners, LLC 251,397$29,072,00011.38%
Mascoma Wealth Management LLC 248,716$28,762,0009.95%
Veracity Capital LLC 196,948$22,775,0009.14%
WJ Wealth Management, LLC 127,037$14,689,0008.78%
View complete list of ISHARES TR shareholders