Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 205 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$288,081
-25.0%
2,843
-23.9%
0.04%
-28.0%
Q2 2023$384,294
-1.4%
3,735
+0.1%
0.05%
-7.4%
Q1 2023$389,924
-2.9%
3,732
-4.8%
0.05%
-36.5%
Q4 2022$401,615
+0.7%
3,920
-0.2%
0.08%
-4.5%
Q3 2022$399,000
-3.6%
3,926
+0.1%
0.09%
+2.3%
Q2 2022$414,000
-3.7%
3,924
-1.1%
0.09%
+6.1%
Q1 2022$430,000
-6.9%
3,967
-2.4%
0.08%
-5.7%
Q4 2021$462,000
-5.9%
4,065
-4.7%
0.09%
-15.5%
Q3 2021$491,000
-0.4%
4,266
+0.0%
0.10%
-1.0%
Q2 2021$493,000
+0.4%
4,264
-0.3%
0.10%
-8.8%
Q1 2021$491,000
-17.3%
4,276
-15.3%
0.11%
-21.4%
Q4 2020$594,000
-8.2%
5,051
-8.0%
0.14%
-14.7%
Q3 2020$647,000
-6.4%
5,493
-6.4%
0.17%
-12.8%
Q2 2020$691,000
-8.7%
5,870
-11.1%
0.20%
-25.6%
Q1 2020$757,000
+1.7%
6,601
+0.0%
0.26%
+24.8%
Q4 2019$744,000
-0.4%
6,600
+0.1%
0.21%
-5.8%
Q3 2019$747,000
-4.2%
6,596
-5.1%
0.22%
-3.5%
Q2 2019$780,0006,9500.23%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
GERMAN AMERICAN BANCORP, INC. 280,962$30,161,0009.03%
Wealthstar Advisors, LLC 124,675$13,406,0007.89%
Hilton Capital Management, LLC 418,982$44,978,0006.72%
Johnson Financial Group, Inc. 494,022$53,100,0005.42%
NORTHWEST INVESTMENT COUNSELORS, LLC 128,073$13,749,0005.28%
Strategic Financial Services, Inc, 254,150$27,283,0004.06%
Towercrest Capital Management 71,007$7,623,0002.25%
TRUE Private Wealth Advisors 134,845$14,475,615,0002.04%
Hugh Johnson Advisors LLC 68,575$7,362,0002.04%
FARMERS & MERCHANTS INVESTMENTS INC 269,644$28,946,0001.97%
View complete list of ISHARES TR shareholders