Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 210 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,795,688
-3.7%
543,994
-3.9%
1.72%
-8.6%
Q2 2023$14,323,246
-6.1%
566,360
-6.5%
1.88%
-10.3%
Q1 2023$15,260,078
+38.5%
605,799
+37.1%
2.09%
-15.3%
Q3 2022$11,021,000
-1.1%
441,720
-0.5%
2.47%
+6.0%
Q2 2022$11,141,000
+1.2%
444,022
+2.0%
2.33%
+11.4%
Q1 2022$11,008,000
+2.2%
435,454
+3.8%
2.09%
+2.9%
Q4 2021$10,768,000
+3.2%
419,475
+4.5%
2.04%
-6.6%
Q3 2021$10,435,000
+1.3%
401,356
+1.6%
2.18%
+0.6%
Q2 2021$10,306,000
+8.3%
395,227
+8.6%
2.17%
-2.3%
Q1 2021$9,517,000
+4.6%
364,077
+5.2%
2.22%
-0.3%
Q4 2020$9,095,000
+0.8%
346,209
+0.7%
2.22%
-6.4%
Q3 2020$9,019,000
+5.5%
343,846
+5.5%
2.38%
-1.4%
Q2 2020$8,550,000
+11.5%
325,965
+6.2%
2.41%
-9.1%
Q1 2020$7,670,000
-1.8%
306,816
+0.4%
2.65%
+20.2%
Q4 2019$7,812,000
+20.5%
305,619
+20.7%
2.20%
+14.1%
Q3 2019$6,482,000
+9.7%
253,203
+8.9%
1.93%
+10.6%
Q2 2019$5,909,000232,5491.75%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
TLWM 244,420$5,940,0003.71%
Matthew Goff Investment Advisor, LLC 320,477$7,800,0003.05%
Murphy, Middleton, Hinkle & Parker, Inc. 124,753$3,029,0002.26%
Motley Fool Wealth Management, LLC 1,018,827$24,737,0001.75%
Signature Wealth Management Group 96,313$2,338,0001.73%
Day & Ennis, LLC 91,594$2,224,0001.65%
Gateway Advisory, LLC 235,707$5,723,0001.61%
CAPITAL ADVISORS INC/OK 906,299$22,005,0001.32%
Geneva Partners, LLC 62,972$1,529,0001.21%
Timber Creek Capital Management LLC 73,297$1,779,0001.16%
View complete list of ISHARES TR shareholders