PALO ALTO WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
PALO ALTO WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,171,206
-10.1%
64,600
-4.8%
1.81%
-6.0%
Q2 2023$2,414,748
-7.5%
67,830
-8.3%
1.93%
-7.8%
Q1 2023$2,610,435
+3.9%
73,950
-4.7%
2.09%
-2.4%
Q4 2022$2,513,39977,5982.14%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Richard P Slaughter Associates Inc 464,986$14,568,0006.68%
Abundance Wealth Counselors 687,232$21,531,0006.20%
Epstein & White Financial LLC 470,088$14,715,0005.25%
TOBIAS FINANCIAL ADVISORS, INC. 289,870$9,082,0004.98%
Richard Bernstein Advisors LLC 5,311,830$166,418,0004.67%
Retirement Planning Group, LLC 898,455$28,149,0004.59%
Crumly & Associates Inc. 165,473$5,184,0004.43%
Adams Chetwood Wealth Management LLC 132,665$4,156,0004.00%
Stewardship Advisors, LLC 246,573$7,856,0003.93%
Armbruster Capital Management, Inc. 301,608$9,449,0003.63%
View complete list of ISHARES TR shareholders