Unique Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 170 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
Unique Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$11,5763370.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Lodestone Wealth Management LLC 12,053$307,7230.25%
Wharton Business Group, LLC 159,157$4,0630.24%
Wolf Group Capital Advisors 13,812$352,6200.17%
Wealthcare Advisory Partners LLC 103,105$2,632,2800.13%
Founders Capital Management 5,924$1510.11%
FLOW TRADERS U.S. LLC 80,283$2,0500.10%
Financial Advocates Investment Management 40,241$1,027,3450.08%
Sunbelt Securities, Inc. 13,862$353,9030.07%
Glass Jacobson Investment Advisors llc 4,405$112,4700.06%
OLD MISSION CAPITAL LLC 76,589$1,955,3170.06%
View complete list of ISHARES TR shareholders