Destination Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$8,0000.0%450.0%0.00%
Q1 2019$8,000
+14.3%
450.0%0.00%
Q4 2018$7,000
-72.0%
45
-67.6%
0.00%
-100.0%
Q3 2018$25,000
+66.7%
139
+47.9%
0.00%0.0%
Q2 2018$15,000
+200.0%
94
+118.6%
0.00%
Q1 2018$5,000
-98.0%
43
-98.1%
0.00%
-100.0%
Q2 2015$256,0002,2440.02%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,945$50,403,00038.13%
HILLTOP WEALTH ADVISORS, LLC 346,038$25,576,00017.96%
Johnson Midwest Financial, LLC 266,243$19,678,00016.08%
Salomon & Ludwin, LLC 1,331,191$98,388,00015.30%
EisnerAmper Wealth Management Corporate Benefits, LLC 362,807$26,815,00013.50%
ShoreHaven Wealth Partners, LLC 335,846$24,822,00012.93%
Praetorian Wealth Management, Inc. 495,530$36,625,00012.41%
Powell Investment Advisors, LLC 261,502$19,328,00011.94%
MMA ASSET MANAGEMENT LLC 199,004$14,708,00011.23%
Carl P. Sherr & Co., LLC 148,295$10,961,0008.75%
View complete list of ISHARES TR shareholders