New England Private Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 233 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
New England Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$856,180
-0.8%
13,044
+1.5%
0.15%
-2.0%
Q1 2024$862,805
+5.4%
12,8530.0%0.15%
+0.7%
Q4 2023$818,228
-1.0%
12,853
-4.9%
0.15%
-9.6%
Q2 2023$826,354
+2.5%
13,520
+1.4%
0.17%
+1.8%
Q1 2023$806,354
+8.0%
13,3350.0%0.16%
+3.8%
Q4 2022$746,480
+16.1%
13,335
+0.4%
0.16%
+4.6%
Q3 2022$643,000
-22.6%
13,282
+1.7%
0.15%
-0.7%
Q2 2022$831,0000.0%13,0550.0%0.15%0.0%
Q1 2022$831,000
-5.7%
13,055
+0.1%
0.15%
-0.7%
Q4 2021$881,000
+2.4%
13,043
+1.3%
0.15%
-4.4%
Q3 2021$860,000
-1.0%
12,8730.0%0.16%
-3.0%
Q2 2021$869,00012,8730.16%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
WealthStone, Inc. 376,352$20,627,853,0009.25%
Wealthquest Corp 203,579$12,499,0004.72%
KEMPER Corp 425,689$23,332,0003.43%
Columbus Macro, LLC 264,243$14,483,0003.11%
FDx Advisors, Inc. 740,806$40,604,0001.59%
Cornerstone Wealth Group, LLC 93,321$5,115,0001.38%
Northwest Capital Management Inc 20,722$1,136,0001.24%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 75,162$4,120,0001.10%
MV CAPITAL MANAGEMENT, INC. 77,475$4,246,0000.98%
Global Strategic Investment Solutions, LLC 33,575$1,840,0000.93%
View complete list of ISHARES TR shareholders