OAKWOOD CAPITAL MANAGEMENT LLC/CA - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.

Quarter-by-quarter ownership
OAKWOOD CAPITAL MANAGEMENT LLC/CA ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$297,000
+16.0%
4,085
+3.8%
0.08%
+2.7%
Q1 2021$256,000
-9.9%
3,935
-11.5%
0.08%
-13.8%
Q4 2020$284,000
-21.5%
4,445
+184.0%
0.09%
-35.1%
Q3 2020$362,0001,5650.13%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 723,960$46,507,19940.81%
Foundation Wealth Management, LLC 357,421$22,834,99023.51%
Johnson Midwest Financial, LLC 243,586$15,562,71022.35%
TRIAD FINANCIAL ADVISORS, INC. 550,219$35,153,46615.30%
INSTRUMENTAL WEALTH, LLC 161,953$10,326,14913.63%
Praetorian Wealth Management, Inc. 605,723$38,699,64212.58%
Sterling Investment Counsel, LLC 328,753$21,004,05312.48%
EisnerAmper Wealth Management Corporate Benefits, LLC 386,444$24,69011.94%
Camarda Financial Advisors, LLC 240,167$15,344,27011.50%
FINANCIAL LIFE ADVISORS 381,879$24,398,25210.49%
View complete list of ISHARES TR shareholders