Independent Advisor Alliance - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 576 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$255,000
+18.6%
3,992
+4.7%
0.02%
+6.2%
Q3 2020$215,000
-41.3%
3,812
+134.6%
0.02%
-59.0%
Q2 2020$366,000
-97.4%
1,625
-97.8%
0.04%
-93.7%
Q4 2019$14,148,000
+80.3%
73,062
+22.2%
0.62%
-50.4%
Q1 2017$7,847,00059,7971.24%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,426$41,124,00039.50%
Sterling Investment Counsel, LLC 333,025$20,098,00015.34%
Hedeker Wealth, LLC 692,165$44,164,00015.24%
TRIAD FINANCIAL ADVISORS, INC. 414,562$25,019,00013.86%
EisnerAmper Wealth Management Corporate Benefits, LLC 377,748$22,797,00012.11%
Praetorian Wealth Management, Inc. 533,479$32,195,00011.82%
Powell Investment Advisors, LLC 315,616$19,047,00011.55%
Salomon & Ludwin, LLC 1,225,889$73,982,00011.44%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 131,729$7,950,00010.69%
ShoreHaven Wealth Partners, LLC 216,518$13,066,0009.38%
View complete list of ISHARES TR shareholders