SWEENEY & MICHEL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
SWEENEY & MICHEL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$564,789
-1.1%
5,830
+0.4%
0.30%
+0.7%
Q2 2023$571,255
+4.0%
5,808
-0.5%
0.29%
+0.3%
Q1 2023$549,4425,8360.29%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders