Ergawealth Advisors, Inc. - ISHARES TR ownership

Quarter-by-quarter ownership
Ergawealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$477,356
+1.9%
9,228
+5.6%
0.33%
+2.5%
Q2 2023$468,660
+4.9%
8,740
+0.3%
0.32%
-11.8%
Q1 2023$446,909
-1.8%
8,718
-4.9%
0.36%
-11.7%
Q4 2022$455,2199,1670.41%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 3,877,546$200,585,46915.61%
Ullmann Wealth Partners Group, LLC 465,840$24,097,8944.50%
Financial Management Professionals, Inc. 443,337$22,9344.03%
Clearwater Capital Advisors, LLC 456,504$23,614,9522.89%
GEM Asset Management, LLC 62,099$3,212,3852.54%
Acropolis Investment Management, LLC 626,500$32,408,8462.51%
CORA CAPITAL ADVISORS LLC 72,030$3,726,1122.50%
Addison Advisors LLC 96,504$4,992,1532.32%
Wade Financial Advisory, Inc 101,837$5,268,0232.26%
GYL FINANCIAL SYNERGIES, LLC 257,518$13,321,4261.29%
View complete list of ISHARES TR shareholders