Ergawealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ergawealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$237,589
-8.1%
4,551
-2.2%
0.16%
-7.3%
Q2 2023$258,656
+5.6%
4,652
+0.1%
0.18%
-11.1%
Q1 2023$245,001
-7.3%
4,649
-16.7%
0.20%
-16.7%
Q4 2022$264,2105,5810.24%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Edelman Financial Services, LLC 40,274,764$1,465,196,00014.51%
Manifold Partners, LLC 236,779$8,621,0008.80%
REDW Wealth LLC 271,306$9,870,0007.36%
New England Private Wealth Advisors LLC 306,678$11,156,0003.15%
Horizon Investments, LLC 703,400$25,590,0001.12%
Ruggie Capital Group 47,950$1,743,0000.94%
Donoghue Forlines LLC 280,785$10,215,0000.89%
FOUNDERS FINANCIAL SECURITIES LLC 50,989$1,855,0000.60%
Mathes Company, Inc. 34,025$1,238,0000.58%
VALLEY NATIONAL ADVISERS INC 27,957$1,017,0000.38%
View complete list of ISHARES TR shareholders