New Potomac Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.

Quarter-by-quarter ownership
New Potomac Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$21,000
+10.5%
900.0%0.02%0.0%
Q2 2020$19,000
+26.7%
900.0%0.02%
+6.2%
Q1 2020$15,000
-11.8%
900.0%0.02%0.0%
Q4 2019$17,000
+6.2%
900.0%0.02%0.0%
Q3 2019$16,0000.0%900.0%0.02%0.0%
Q2 2019$16,0000.0%900.0%0.02%0.0%
Q1 2019$16,000
+6.7%
90
-10.0%
0.02%0.0%
Q4 2018$15,000
-16.7%
1000.0%0.02%
-5.9%
Q3 2018$18,000
+12.5%
1000.0%0.02%
+13.3%
Q2 2018$16,0000.0%1000.0%0.02%
-6.2%
Q1 2018$16,000
+6.7%
1000.0%0.02%
+14.3%
Q4 2017$15,0001000.01%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Howard Capital Management Inc. 67,188$12,718,00018.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,650$17,425,00015.03%
Salomon & Ludwin, LLC 415,820$62,652,00014.47%
Silicon Valley Capital Partners 159,354$24,010,00012.06%
CHURCHILL MANAGEMENT Corp 1,822,833$274,646,00012.04%
LVZ, Inc. 256,082$38,584,00010.97%
Regal Wealth Group, Inc. 77,785$11,720,00010.68%
Paragon Wealth Strategies, LLC 92,575$13,809,0009.78%
Centerpoint Advisors, LLC 68,370$10,301,0009.77%
Pinnacle Family Advisors, LLC 91,920$13,850,0009.32%
View complete list of ISHARES TR shareholders