National Wealth Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
National Wealth Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$325,943
+49.5%
9,404
+56.8%
0.36%
+56.4%
Q2 2023$218,0515,9970.23%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
VERITY Wealth Advisors 23,240$925,4170.80%
Buttonwood Financial Group, LLC 7,013$279,2580.20%
Diversified Trust Co 24,698$983,4740.03%
ST GERMAIN D J CO INC 82$3,2650.00%
View complete list of ISHARES TR shareholders