Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. 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 2022$938,000
-7.3%
37,479
-7.4%
0.21%
-0.9%
Q2 2022$1,012,000
-6.3%
40,464
-6.2%
0.21%
+3.4%
Q1 2022$1,080,000
-71.2%
43,125
-71.1%
0.20%
-71.1%
Q4 2021$3,752,000
-57.0%
149,234
-56.7%
0.71%
-61.1%
Q3 2021$8,731,000
-2.3%
344,834
-2.0%
1.82%
-2.9%
Q2 2021$8,935,000
+10.1%
351,762
+10.3%
1.88%
-0.6%
Q1 2021$8,119,000
+6.0%
318,894
+6.4%
1.89%
+1.0%
Q4 2020$7,662,000
+1.6%
299,666
+1.8%
1.87%
-5.7%
Q3 2020$7,541,000
+7.6%
294,242
+7.9%
1.99%
+0.7%
Q2 2020$7,006,000
+15.7%
272,808
+11.7%
1.97%
-5.7%
Q1 2020$6,057,000
-1.2%
244,318
+0.8%
2.09%
+21.0%
Q4 2019$6,131,000
+27.8%
242,420
+28.0%
1.73%
+21.1%
Q3 2019$4,796,000
+15.6%
189,406
+15.1%
1.43%
+16.5%
Q2 2019$4,150,000164,4951.23%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Argent Wealth Management LLC 1,130,883$28,600,0004.79%
Tillar-Wenstrup Advisors, LLC 338,249$8,554,0004.78%
RVW Wealth, LLC 673,367$17,029,0003.72%
Matthew Goff Investment Advisor, LLC 341,803$8,644,0003.20%
Day & Ennis, LLC 246,552$6,235,0003.06%
PFG Private Wealth Management, LLC 126,461$3,198,0002.86%
AlphaMark Advisors, LLC 264,705$6,694,0002.80%
MV CAPITAL MANAGEMENT, INC. 437,552$11,066,0002.39%
LifeSteps Financial, Inc. 94,095$2,380,0002.25%
Fragasso Group Inc. 527,455$13,339,0002.24%
View complete list of ISHARES TR shareholders