LRI Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 622 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.

Quarter-by-quarter ownership
LRI Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$326,345
-2.6%
3,7030.0%0.04%
-56.5%
Q1 2024$334,8993,7030.08%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 496,529$37,050,97122.21%
SOUTHERN CAPITAL ADVISORS, LLC 274,989$20,519,67717.07%
Veracity Capital LLC 325,036$24,254,22211.25%
COREPATH WEALTH PARTNERS LLC 239,955$17,828,65310.75%
ForthRight Wealth Management, LLC 314,576$23,473,65310.12%
McGlone Suttner Wealth Management, Inc. 533,851$39,837,4959.23%
IRONWOOD WEALTH MANAGEMENT, INC. 207,381$15,221,7669.09%
STEVENS CAPITAL PARTNERS 149,062$11,123,0248.93%
ASPIRIANT, LLC 2,321,951$173,265,5768.87%
Cosner Financial Group, LLC 129,557$9,667,5588.52%
View complete list of ISHARES TR shareholders