Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$206,0000.0%8,0270.0%0.04%
-10.4%
Q1 2021$206,000
-0.5%
8,0270.0%0.05%
-5.9%
Q4 2020$207,0008,0270.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 232,578$5,991,0001.48%
LifeSteps Financial, Inc. 59,028$1,521,0001.44%
Wealthquest Corp 159,008$4,096,0001.17%
SENTINEL PENSION ADVISORS INC 69,436$1,789,0001.16%
Paulson Wealth Management Inc. 61,554$1,591,0001.12%
SONATA CAPITAL GROUP INC 44,340$1,142,0000.69%
Ferris Capital, LLC 68,295$1,759,0000.62%
LEAVELL INVESTMENT MANAGEMENT, INC. 227,558$5,862,0000.55%
ALTERNA WEALTH MANAGEMENT, INC 18,800$484,0000.54%
Guidance Point Advisors, LLC 41,289$1,063,0000.52%
View complete list of ISHARES TR shareholders