BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 273 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$302,590
+22.9%
1,411
+11.8%
0.00%0.0%
Q1 2024$246,126
-13.0%
1,262
-21.8%
0.00%0.0%
Q4 2023$282,744
+36.6%
1,614
+34.9%
0.00%
-25.0%
Q4 2021$207,000
-75.7%
1,196
-78.6%
0.00%
-76.5%
Q3 2021$853,000
+10.9%
5,590
+9.5%
0.02%
-10.5%
Q2 2021$769,000
+12.1%
5,107
+0.1%
0.02%
-44.1%
Q1 2021$686,000
+1.3%
5,101
+0.3%
0.03%
-5.6%
Q4 2020$677,000
+70.5%
5,087
+55.4%
0.04%
+20.0%
Q3 2020$397,0003,2740.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Citizens Asset Management, Inc. 306,036$65,650,89324.47%
BUSH INVESTMENT GROUP, LLC 103,935$22,296,13619.14%
VICTORY FINANCIAL GROUP, LLC 168,789$36,208,53316.94%
Williams Financial, LLC 113,145$24,271,77816.16%
Peterson Financial Group, Inc. 11,899$2,552,58515.56%
Kingdom Financial Group LLC. 103,905$22,289,81815.09%
SOA Wealth Advisors, LLC. 296,167$63,533,80812.78%
Intelligence Driven Advisers, LLC 340,078$72,953,51010.34%
Family Capital Management, Inc. 59,823$12,833,1408.75%
Cosner Financial Group, LLC 56,294$12,211,2628.64%
View complete list of ISHARES TR shareholders