Tanglewood Legacy Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 535 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Tanglewood Legacy Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$27,733,735
-2.7%
292,457
+0.2%
16.63%
+0.9%
Q2 2023$28,493,634
+11.1%
291,823
+1.1%
16.48%
+0.8%
Q1 2023$25,635,515
+9.6%
288,786
+0.7%
16.35%
-1.6%
Q4 2022$23,388,965286,91116.62%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders