Family Asset Management, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 185 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
Family Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,784
+29.1%
859
+29.6%
0.02%
+45.5%
Q2 2023$16,873
+2.7%
6630.0%0.01%
-8.3%
Q1 2023$16,436
+7.0%
6630.0%0.01%
-7.7%
Q4 2022$15,362–663–0.01%–
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Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders