Beacon Pointe Wealth Advisors, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

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Quarter-by-quarter ownership
Beacon Pointe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$1,053,000
+42.7%
5,445
+33.1%
0.19%
+25.2%
Q3 2019$738,000
+38.7%
4,090
+37.8%
0.16%
+38.4%
Q2 2019$532,000
+41.5%
2,968
+36.1%
0.11%
+30.2%
Q1 2019$376,000
+14.6%
2,180
+0.1%
0.09%
-27.1%
Q4 2018$328,000–2,178–0.12%–
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Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders