Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GBF and the CUSIP is 464288596. A total of 72 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$293,000
-8.2%
2,872
-3.3%
0.13%0.0%
Q2 2022$319,000
-10.9%
2,970
-6.0%
0.13%
+9.2%
Q1 2022$358,000
-7.0%
3,158
-0.4%
0.12%
+6.2%
Q4 2021$385,000
-5.6%
3,170
-5.3%
0.11%
-15.0%
Q3 2021$408,000
-9.5%
3,346
-9.2%
0.13%
-7.6%
Q2 2021$451,000
-34.2%
3,683
-35.6%
0.14%
-39.5%
Q1 2021$685,000
-3.5%
5,715
+1.3%
0.24%
-8.1%
Q4 2020$710,000
-0.6%
5,640
-1.1%
0.26%
-8.8%
Q3 2020$714,000
-4.7%
5,701
-4.7%
0.28%
-10.4%
Q2 2020$749,000
+0.1%
5,984
-3.0%
0.32%
-24.9%
Q1 2020$748,000
+50.2%
6,169
+45.7%
0.42%
+50.2%
Q4 2019$498,000
+0.4%
4,233
+1.5%
0.28%
-4.7%
Q3 2019$496,0004,1700.30%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
COLTON GROOME FINANCIAL ADVISORS, LLC 31,319$3,216,7341.27%
Beirne Wealth Consulting Services, LLC 14,558$1,495,4350.60%
Destination Wealth Management 167,974$17,252,4140.57%
Aveo Capital Partners, LLC 35,244$3,619,8650.41%
TSA Wealth Managment LLC 6,213$638,1290.27%
Beaumont Capital Management, LLC 2,802$287,7900.22%
Shared Vision Wealth Group LLC 3,749$385,0550.22%
OneDigital Investment Advisors LLC 145,673$14,961,8840.19%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 7,603$780,9370.18%
Biondo Investment Advisors, LLC 11,100$1,140,0670.17%
View complete list of ISHARES TR shareholders