Allred Capital Management, LLC - ISHARES TR ownership

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%.

Quarter-by-quarter ownership
Allred Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$235,463
-4.3%
4,025
-5.6%
0.13%
-15.7%
Q3 2022$246,000
-14.3%
4,262
-10.6%
0.15%
-15.5%
Q2 2022$287,000
-30.3%
4,766
-11.7%
0.18%
-17.0%
Q1 2022$412,000
-82.1%
5,396
-80.4%
0.22%
-80.4%
Q4 2021$2,298,000
-12.7%
27,465
-22.9%
1.11%
-19.2%
Q3 2021$2,631,000
-7.8%
35,604
-9.3%
1.38%
-2.5%
Q2 2021$2,854,000
-99.9%
39,241
-28.4%
1.41%
-12.6%
Q1 2021$3,570,802,000
+67592.9%
54,843
-33.7%
1.62%
-43.9%
Q4 2020$5,275,000
+11.1%
82,669
+302.3%
2.88%
+0.3%
Q3 2020$4,748,000
+9.8%
20,548
-1.4%
2.87%
+4.7%
Q2 2020$4,325,000
+30.4%
20,849
+3.8%
2.74%
+6.7%
Q1 2020$3,316,000
-99.9%
20,095
+25.4%
2.57%
+51.7%
Q4 2019$3,103,975,000
+91543.8%
16,030
-15.7%
1.70%
-17.7%
Q3 2019$3,387,000
-3.5%
19,024
-1.6%
2.06%
+2.9%
Q2 2019$3,510,000
+16.9%
19,328
+12.2%
2.00%
+17.0%
Q1 2019$3,003,000
+27.3%
17,232
+9.9%
1.71%
+8.4%
Q4 2018$2,359,00015,6841.58%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders