Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 35 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$83,000
-1.2%
3,072
+0.2%
0.04%
-2.6%
Q4 2020$84,000
+1.2%
3,066
+0.4%
0.04%
-17.0%
Q3 2020$83,000
+1.2%
3,054
+0.3%
0.05%
-7.8%
Q2 2020$82,0003,0450.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 431,375$11,716,0001.88%
Praetorian Wealth Management, Inc. 45,872$1,245,0000.44%
CGN Advisors LLC 29,478$801,0000.29%
Peloton Wealth Strategists 12,000$326,0000.15%
WRAPMANAGER INC 12,791$347,0000.10%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 74,921$2,035,0000.10%
CONFLUENCE INVESTMENT MANAGEMENT LLC 216,701$5,886,0000.08%
Archford Capital Strategies, LLC 8,026$220,0000.06%
CAPTRUST FINANCIAL ADVISORS 184,966$5,024,0000.05%
Retirement Group, LLC 3,072$83,0000.04%
View complete list of ISHARES TR shareholders