Stelac Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Stelac Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$165,000
+11.5%
2,2670.0%0.04%
-30.9%
Q1 2021$148,000
+15.6%
2,267
+12.7%
0.06%
+66.7%
Q4 2020$128,000
+10.3%
2,012
+300.0%
0.03%
-17.5%
Q3 2020$116,000
+11.5%
5030.0%0.04%0.0%
Q2 2020$104,0005030.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders