Core Wealth Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Core Wealth Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,655,651
-7.8%
36,313
-7.8%
3.32%
-9.3%
Q2 2023$3,964,795
-4.8%
39,400
-4.9%
3.66%
-12.5%
Q1 2023$4,165,821
-7.8%
41,418
-9.2%
4.18%
-17.7%
Q4 2022$4,516,61045,6345.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SVB WEALTH LLC 5,112,274$511,355,0006.48%
Ironwood Wealth Management, LLC. 110,229$11,026,0006.36%
Relative Value Partners Group, LLC 342,751$34,284,0002.67%
LINCOLN CAPITAL CORP 44,458$4,447,0002.54%
WOODMONT INVESTMENT COUNSEL LLC 50,390$5,040,0000.79%
Laurel Wealth Advisors LLC 29,624$2,963,0000.64%
Klaas Financial Asset Advisors, LLC 10,046$1,005,0000.25%
First National Bank of South Miami 2,460$246,0000.17%
OPPENHEIMER ASSET MANAGEMENT INC. 114,706$11,473,0000.16%
Eudaimonia Partners, LLC 7,520$752,0000.14%
View complete list of ISHARES TR shareholders