REGIMEN WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.80 and the average weighting 1.0%.

Quarter-by-quarter ownership
REGIMEN WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,456,494
-3.0%
101,944
+0.9%
1.83%
-3.9%
Q2 2023$4,593,780
+5.9%
101,029
+10.3%
1.90%
+1.4%
Q1 2023$4,338,976
+20.2%
91,613
+13.9%
1.88%
-22.4%
Q4 2022$3,611,00080,4592.42%
Other shareholders
ISHARES TR shareholders Q3 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