Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 161 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,143,266
+21.7%
908,628
+21.8%
2.75%
+15.5%
Q2 2023$18,194,630
-0.7%
746,293
-0.1%
2.38%
-5.2%
Q1 2023$18,324,851
+57.4%
747,038
+56.0%
2.52%
+2.2%
Q4 2022$11,642,934
+0.3%
478,739
-0.5%
2.46%
-5.4%
Q3 2022$11,609,000
-0.9%
481,111
+1.4%
2.60%
+6.1%
Q2 2022$11,716,000
+0.2%
474,315
+2.4%
2.45%
+10.3%
Q1 2022$11,691,000
+8.6%
463,014
+13.6%
2.22%
+9.2%
Q4 2021$10,769,000
+7.4%
407,592
+9.2%
2.04%
-2.8%
Q3 2021$10,023,000
+1.5%
373,371
+2.1%
2.09%
+0.9%
Q2 2021$9,874,000
+12.1%
365,821
+11.4%
2.08%
+1.2%
Q1 2021$8,810,000
-4.4%
328,361
-2.5%
2.05%
-8.9%
Q4 2020$9,219,000
+3.8%
336,830
+2.9%
2.25%
-3.7%
Q3 2020$8,879,000
+335.0%
327,264
+332.6%
2.34%
+306.6%
Q2 2020$2,041,000
+5.9%
75,643
-2.0%
0.58%
-13.7%
Q1 2020$1,927,000
-5.9%
77,182
-2.2%
0.67%
+15.2%
Q4 2019$2,047,000
+37.1%
78,915
+36.8%
0.58%
+29.9%
Q3 2019$1,493,000
+29.0%
57,699
+27.7%
0.44%
+30.1%
Q2 2019$1,157,00045,1770.34%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Trust Co of Kansas 404,664$10,104,0006.02%
TLWM 317,544$7,916,0004.65%
PFG Private Wealth Management, LLC 157,379$3,930,0004.23%
CAPITAL ADVISORS INC/OK 2,139,129$53,414,0002.90%
Signature Wealth Management Group 118,954$2,970,0002.61%
RVW Wealth, LLC 408,710$10,205,0002.38%
Gateway Advisory, LLC 281,578$7,031,0002.37%
Day & Ennis, LLC 134,638$3,362,0001.92%
Capital Investment Advisors, LLC 1,076,669$26,825,0001.71%
Motley Fool Wealth Management, LLC 907,749$22,667,0001.64%
View complete list of ISHARES TR shareholders