NEW ENGLAND GUILD WEALTH ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NEW ENGLAND GUILD WEALTH ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$211,000
-8.7%
2,0000.0%0.11%
-3.4%
Q4 2021$231,000
+12.7%
2,0000.0%0.12%
+6.4%
Q3 2021$205,000
+1.5%
2,0000.0%0.11%
-0.9%
Q2 2021$202,0002,0000.11%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders