Sound View Wealth Advisors Group, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,760,021
+54.9%
614,233
+57.9%
1.84%
+47.0%
Q2 2023$9,529,745
+544.1%
388,969
+555.6%
1.25%
+515.3%
Q1 2023$1,479,640–59,328–0.20%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 182,897$4,588,8863.81%
RVW Wealth, LLC 634,955$15,931,0101.75%
Capital Investment Advisors, LLC 1,988,746$49,897,6341.25%
CGN Advisors LLC 137,180$3,441,8590.48%
Bartlett & Co. LLC 600$150.00%
View complete list of ISHARES TR shareholders