WealthBridge Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 240 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthBridge Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$296,000
+0.7%
1,532
-1.9%
0.11%0.0%
Q3 2021$294,000
+583.7%
1,562
+385.1%
0.11%
+307.4%
Q1 2019$43,000
+65.4%
322
+37.0%
0.03%
+35.0%
Q4 2018$26,0002350.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,848,0108.85%
Kozak & Associates, Inc. 79,445$12,194,8074.46%
SAM Advisors, LLC 41,000$6,340,2402.75%
RiverFront Investment Group, LLC 453,505$70,1292.49%
ARKANSAS FINANCIAL GROUP, INC. 47,871$7,402,7901.51%
Baltimore-Washington Financial Advisors, Inc. 110,214$17,043,5661.38%
Financial Freedom, LLC 11,268$1,742,4161.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 39,526$6,112,3011.20%
COTTONWOOD CAPITAL ADVISORS, LLC 6,001$927,9550.87%
Snider Financial Group 11,249$1,739,6090.84%
View complete list of ISHARES TR shareholders