Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,599,741
-35.2%
15,247
-32.8%
0.11%
-30.2%
Q2 2023$2,469,860
+22.6%
22,686
+4.5%
0.16%
+45.9%
Q1 2023$2,014,440
+51.1%
21,705
+21.3%
0.11%
+27.6%
Q4 2022$1,333,353
+314.1%
17,900
+308.2%
0.09%
+278.3%
Q3 2022$322,000
-8.0%
4,385
+0.1%
0.02%
-8.0%
Q2 2022$350,000
-64.0%
4,382
-53.6%
0.02%
-58.3%
Q1 2022$973,000
-15.9%
9,439
-6.3%
0.06%
-16.7%
Q4 2021$1,157,000
+116.3%
10,078
+90.6%
0.07%
+75.6%
Q3 2021$535,000
+4.7%
5,288
+2.9%
0.04%
+5.1%
Q2 2021$511,000
+11.6%
5,137
-1.6%
0.04%0.0%
Q1 2021$458,000
+1.3%
5,222
-1.8%
0.04%
-9.3%
Q4 2020$452,000
+13.0%
5,316
+300.3%
0.04%
+43.3%
Q3 2020$400,000
-30.7%
1,328
-46.5%
0.03%
-63.4%
Q4 2019$577,000
+11.0%
2,481
-2.5%
0.08%
-4.7%
Q3 2019$520,000
+55.2%
2,545
+50.1%
0.09%
+8.9%
Q2 2019$335,000
+12.4%
1,695
-40.7%
0.08%
-35.8%
Q4 2014$298,000
-14.6%
2,858
-20.6%
0.12%
-4.7%
Q2 2014$349,0003,6010.13%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders