Meridian Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 295 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Meridian Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$340,076
+5.2%
3,555
-6.1%
0.06%
+171.4%
Q4 2023$323,269
-42.8%
3,785
-49.9%
0.02%
-40.0%
Q3 2023$564,694
+100.6%
7,554
+100.3%
0.04%
+45.8%
Q2 2023$281,446
+5.2%
3,772
+0.3%
0.02%
+4.3%
Q1 2023$267,593
-5.9%
3,761
-0.2%
0.02%
-17.9%
Q4 2022$284,387
+12.4%
3,768
+0.7%
0.03%
+3.7%
Q3 2022$253,000
-4.9%
3,743
-1.5%
0.03%
+22.7%
Q2 2022$266,000
+6.4%
3,800
+28.5%
0.02%
-18.5%
Q1 2022$250,000
-8.4%
2,958
-6.2%
0.03%
-6.9%
Q4 2021$273,000
-2.5%
3,152
-6.9%
0.03%
-17.1%
Q3 2021$280,000
+0.4%
3,387
-1.5%
0.04%
-2.8%
Q2 2021$279,000
+24.0%
3,437
+14.5%
0.04%
+9.1%
Q1 2021$225,000
+10.3%
3,003
+102.0%
0.03%
-66.3%
Q4 2019$204,000
-90.3%
1,487
-11.5%
0.10%
+15.3%
Q2 2019$2,111,000
+950.2%
1,681
-1.9%
0.08%
-10.5%
Q2 2018$201,000
-3.4%
1,714
-2.8%
0.10%
-8.7%
Q1 2018$208,000
+2.0%
1,764
+0.1%
0.10%
-17.5%
Q4 2017$204,000
-19.7%
1,763
-27.8%
0.13%
-17.1%
Q1 2017$254,0002,4420.15%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 70,216$5,299,2305.12%
HC Advisors, LLC 80,900$6,105,5234.17%
First Citizens Financial Corp 62,140$4,6904.05%
New Millennium Group LLC 43,946$3,316,6543.54%
Stillwater Capital Advisors, LLC 203,737$15,376,0293.24%
ETFIDEA, LLC 81,927$6,183,0502.86%
BEAM WEALTH ADVISORS, INC. 34,622$2,612,9072.72%
Somerset Group LLC 32,695$2,467,4922.18%
Magnus Financial Group LLC 164,013$12,378,0292.02%
GDS Wealth Management 132,061$9,966,6441.90%
View complete list of ISHARES TR shareholders