RVW Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 165 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
RVW Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$4,822,000
-11.0%
191,106
-10.7%
0.81%
-17.8%
Q2 2020$5,418,000
-14.4%
213,915
-14.8%
0.99%
-33.1%
Q1 2020$6,330,000
-41.2%
251,109
-41.0%
1.48%
-37.2%
Q4 2019$10,772,000
+11.2%
425,771
+11.5%
2.36%
+2.2%
Q3 2019$9,691,000
-5.2%
381,976
-5.3%
2.30%
-5.4%
Q2 2019$10,224,000
+15.3%
403,487
+14.8%
2.44%
+7.6%
Q1 2019$8,870,000351,4832.26%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 361,767$9,129,0005.25%
TLWM 330,203$8,343,0004.68%
Fragasso Financial Advisors Inc 720,138$18,173,0003.88%
Guidant Wealth Advisors 347,157$8,761,0003.41%
MV CAPITAL MANAGEMENT, INC. 485,737$12,258,0002.95%
Day & Ennis, LLC 199,948$5,046,0002.83%
BRANDYWINE OAK PRIVATE WEALTH LLC 528,536$13,337,0002.78%
Relative Value Partners Group, LLC 1,025,543$25,880,0002.77%
CORDA Investment Management, LLC. 871,832$22,000,0002.54%
RVW Wealth, LLC 351,483$8,870,0002.26%
View complete list of ISHARES TR shareholders