Gateway Wealth Partners, 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
Gateway Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,268,924
+7.6%
74,778
+11.9%
0.59%
+8.5%
Q2 2023$3,039,361
-0.1%
66,843
+1.4%
0.54%
+16.0%
Q1 2023$3,041,450
+35.8%
65,904
+32.2%
0.47%
+21.6%
Q4 2022$2,239,43149,8430.38%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders