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 ↓
Firestone Capital Management 608,771$33,105,00014.82%
First Ascent Asset Management, LLC 453,932$24,685,00013.39%
Old North State Trust, LLC 231,663$12,598,0008.48%
Wilshire Advisors LLC 129,954$7,067,0007.19%
CORRADO ADVISORS, LLC 153,578$8,351,0006.94%
JACOBSON & SCHMITT ADVISORS, LLC 326,026$17,729,0006.75%
R. W. Roge & Company, Inc. 160,828$8,749,0006.73%
Karp Capital Management Corp 316,474$17,210,0004.21%
Clearshares LLC 88,518$4,814,0004.17%
AGILIS PARTNERS LLC 194,581$10,581,0003.97%
View complete list of ISHARES TR shareholders