Independent Advisor Alliance - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

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 Q4 2019
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 723,960$46,507,19940.81%
Foundation Wealth Management, LLC 357,421$22,834,99023.51%
Johnson Midwest Financial, LLC 243,586$15,562,71022.35%
TRIAD FINANCIAL ADVISORS, INC. 550,219$35,153,46615.30%
INSTRUMENTAL WEALTH, LLC 161,953$10,326,14913.63%
Praetorian Wealth Management, Inc. 605,723$38,699,64212.58%
Sterling Investment Counsel, LLC 328,753$21,004,05312.48%
EisnerAmper Wealth Management Corporate Benefits, LLC 386,444$24,69011.94%
Camarda Financial Advisors, LLC 240,167$15,344,27011.50%
FINANCIAL LIFE ADVISORS 381,879$24,398,25210.49%
View complete list of ISHARES TR shareholders