Independence Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 171 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Independence Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$3,901,000
+5.9%
34,004
+4.0%
4.69%
+31.1%
Q4 2019$3,684,000
+7.0%
32,703
+7.5%
3.58%
-1.5%
Q3 2019$3,444,000
+7.0%
30,418
+2.3%
3.63%
+22.2%
Q1 2018$3,219,000
+0.8%
29,730
+2.2%
2.98%
+1.9%
Q4 2017$3,193,00029,0932.92%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
GERMAN AMERICAN BANCORP, INC. 280,962$30,161,0009.03%
Wealthstar Advisors, LLC 124,675$13,406,0007.89%
Hilton Capital Management, LLC 418,982$44,978,0006.72%
Johnson Financial Group, Inc. 494,022$53,100,0005.42%
NORTHWEST INVESTMENT COUNSELORS, LLC 128,073$13,749,0005.28%
Strategic Financial Services, Inc, 254,150$27,283,0004.06%
Towercrest Capital Management 71,007$7,623,0002.25%
TRUE Private Wealth Advisors 134,845$14,475,615,0002.04%
Hugh Johnson Advisors LLC 68,575$7,362,0002.04%
FARMERS & MERCHANTS INVESTMENTS INC 269,644$28,946,0001.97%
View complete list of ISHARES TR shareholders