Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,205,461
-3.2%
193,003
-0.3%
5.38%
+2.6%
Q2 2023$13,648,637
+10.2%
193,650
-0.1%
5.24%
+5.0%
Q1 2023$12,381,466
+9.5%
193,793
+0.3%
4.99%
+4.3%
Q4 2022$11,303,073
-0.7%
193,213
-1.8%
4.79%
-7.9%
Q3 2022$11,381,000
-3.2%
196,675
+1.0%
5.19%
+2.4%
Q2 2022$11,755,000
-18.4%
194,783
+3.7%
5.07%
-7.0%
Q1 2022$14,399,000
-5.7%
187,767
+2.9%
5.45%
-1.5%
Q4 2021$15,272,000
+13.3%
182,537
+0.0%
5.53%
+12.5%
Q3 2021$13,484,000
+5.3%
182,449
+3.6%
4.92%
-1.0%
Q2 2021$12,806,000
+13.3%
176,087
+1.4%
4.97%
+6.1%
Q1 2021$11,305,000
+3.2%
173,636
+1.2%
4.69%
-6.9%
Q4 2020$10,952,000
+12.3%
171,618
+306.5%
5.03%
-6.4%
Q3 2020$9,755,000
-0.4%
42,215
-10.6%
5.38%
-1.2%
Q2 2020$9,799,000
+24.7%
47,229
-0.8%
5.45%
+6.6%
Q1 2020$7,856,000
-23.5%
47,599
-10.2%
5.11%
+2.0%
Q4 2019$10,263,000
+10.2%
53,008
+2.4%
5.01%
-1.8%
Q3 2019$9,317,000
+1.4%
51,754
+0.9%
5.10%
-1.9%
Q2 2019$9,191,000
+5.0%
51,278
+1.0%
5.20%
+0.7%
Q1 2019$8,750,000
+10.6%
50,766
-3.3%
5.16%
+0.5%
Q4 2018$7,910,00052,5015.14%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 723,960$46,507,19940.81%
Foundation Wealth Management, LLC 357,421$22,834,99023.51%
Johnson Midwest Financial, LLC 243,586$15,562,71022.35%
TRIAD FINANCIAL ADVISORS, INC. 550,219$35,153,46615.30%
INSTRUMENTAL WEALTH, LLC 161,953$10,326,14913.63%
Praetorian Wealth Management, Inc. 605,723$38,699,64212.58%
Sterling Investment Counsel, LLC 328,753$21,004,05312.48%
EisnerAmper Wealth Management Corporate Benefits, LLC 386,444$24,69011.94%
Camarda Financial Advisors, LLC 240,167$15,344,27011.50%
FINANCIAL LIFE ADVISORS 381,879$24,398,25210.49%
View complete list of ISHARES TR shareholders