Strategic Wealth Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 264 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Strategic Wealth Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$7,545,000
+4.3%
195,677
-1.4%
2.75%
-0.4%
Q1 2021$7,234,000
+13.2%
198,530
+10.7%
2.76%
-0.0%
Q4 2020$6,393,000
+14.6%
179,282
+0.7%
2.77%
+2.0%
Q3 2020$5,579,000178,0702.71%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Strategies Group, Inc. 996,942$33,816,27010.67%
Cook Wealth, LLC 333,856$10,853,6558.33%
ENZI WEALTH 451,768$15,238,1358.08%
Unison Advisors LLC 1,945,674$65,394,1207.69%
Interchange Capital Partners, LLC 284,938$9,567,9837.60%
Retirement Planning Group, LLC 1,980,041$66,549,1947.07%
Dechtman Wealth Management, LLC 671,396$22,5666.68%
TOBIAS FINANCIAL ADVISORS, INC. 728,865$24,497,1526.43%
Integrity Financial Corp /WA 230,798$7,757,1175.86%
Allen Capital Group, LLC 968,656$32,081,8805.68%
View complete list of ISHARES TR shareholders