Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 97 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$170
-2.3%
1,1000.0%0.01%
-6.7%
Q2 2023$174
+128.9%
1,100
+100.0%
0.02%
+114.3%
Q1 2023$76
+15.2%
5500.0%0.01%0.0%
Q4 2022$66
-99.9%
5500.0%0.01%0.0%
Q3 2022$66,000
-24.1%
5500.0%0.01%
-30.0%
Q1 2022$87,000
-8.4%
5500.0%0.01%
-9.1%
Q4 2021$95,000
+13.1%
5500.0%0.01%0.0%
Q3 2021$84,000
+1.2%
5500.0%0.01%
-8.3%
Q2 2021$83,000
+12.2%
5500.0%0.01%
-29.4%
Q1 2021$74,000
+1.4%
5500.0%0.02%
+13.3%
Q4 2020$73,000
+9.0%
5500.0%0.02%0.0%
Q3 2020$67,000
+13.6%
5500.0%0.02%
-6.2%
Q2 2020$59,000
+28.3%
5500.0%0.02%
+14.3%
Q1 2020$46,000
-13.2%
5500.0%0.01%
-6.7%
Q4 2019$53,000
+10.4%
5500.0%0.02%
-6.2%
Q3 2019$48,000
+2.1%
5500.0%0.02%
+6.7%
Q2 2019$47,000
+4.4%
5500.0%0.02%
-6.2%
Q1 2019$45,000
+15.4%
5500.0%0.02%0.0%
Q4 2018$39,000
-17.0%
5500.0%0.02%
-11.1%
Q3 2018$47,000
+9.3%
5500.0%0.02%
+20.0%
Q2 2018$43,000
+4.9%
5500.0%0.02%
-25.0%
Q1 2018$41,0005500.02%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Baystate Wealth Management LLC 772,784$74,635,0009.09%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 381,610$36,856,0008.48%
Great Lakes Retirement, Inc. 256,191$24,751,0007.61%
Atlantic Union Bankshares Corp 494,006$47,711,0006.12%
Stonebridge Financial Planning Group, LLC 55,346$5,345,0004.83%
Global Wealth Management Investment Advisory, Inc. 97,834$9,449,0004.00%
Simplicity Solutions, LLC 1,302,972$125,841,0003.83%
Legacy Wealth Planning, LLC 31,027$2,997,0003.39%
Stokes Capital Advisors, LLC 57,511$5,554,0002.80%
AE Wealth Management LLC 1,334,692$128,905,0002.80%
View complete list of ISHARES TR shareholders