Clear Perspective Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$200,000
+163.2%
2,396
+415.3%
0.06%
+15.1%
Q2 2018$76,000
+162.1%
465
+151.4%
0.05%
+140.9%
Q1 2018$29,000
+3.6%
1850.0%0.02%
+4.8%
Q4 2017$28,000
+3.7%
1850.0%0.02%
-4.5%
Q3 2017$27,0001850.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders