RVW Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 94 filers reported holding ISHARES TR in Q2 2022. 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
Q4 2023$15,931,010
+2805.7%
634,955
+2682.9%
1.75%
+2551.5%
Q3 2023$548,268
+119.9%
22,816
+124.2%
0.07%
+127.6%
Q2 2023$249,337
-9.0%
10,177
-7.3%
0.03%
-14.7%
Q1 2023$273,941
+2.7%
10,9840.0%0.03%0.0%
Q4 2022$266,801
-18.2%
10,984
-19.8%
0.03%
-26.1%
Q3 2022$326,000
+9.0%
13,688
+14.4%
0.05%
+15.0%
Q2 2022$299,000
-0.3%
11,970
+5.2%
0.04%
+14.3%
Q1 2022$300,000
+22.4%
11,380
+31.2%
0.04%
+29.6%
Q4 2021$245,0008,6760.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 119,678$3,386,0002.74%
PFG Private Wealth Management, LLC 171,370$4,849,0002.50%
Legacy CG, LLC 125,274$3,545,0002.13%
Peloton Wealth Strategists 154,500$4,372,0001.75%
Matthew Goff Investment Advisor, LLC 258,267$7,308,0001.67%
SIGMA INVESTMENT COUNSELORS INC 697,104$19,724,0001.38%
Signature Wealth Management Group 92,423$2,615,0001.32%
Bradley & Co. Private Wealth Management, LLC 57,619$1,630,0001.31%
Praetorian Wealth Management, Inc. 74,096$2,096,0000.68%
Capital Investment Advisors, LLC 694,706$19,657,0000.60%
View complete list of ISHARES TR shareholders