Physician Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$209,843
-21.7%
1,362
-18.0%
0.05%
-19.4%
Q2 2023$268,106
+6.1%
1,660
+1.0%
0.07%
+1.5%
Q1 2023$252,593
-14.0%
1,643
-14.6%
0.07%
-16.5%
Q4 2022$293,630
+13.8%
1,924
+0.9%
0.08%0.0%
Q3 2022$258,000
+7.9%
1,906
+15.7%
0.08%
+14.5%
Q2 2022$239,000
-62.0%
1,648
-60.0%
0.07%
-58.7%
Q1 2022$629,000
-3.8%
4,116
-0.3%
0.17%
-2.9%
Q4 2021$654,000
+7.6%
4,129
+2.5%
0.17%
+3.0%
Q3 2021$608,000
+1.8%
4,029
-0.8%
0.17%
-2.3%
Q2 2021$597,000
+5.3%
4,063
+2.8%
0.17%
-7.1%
Q1 2021$567,000
+7.6%
3,952
+0.5%
0.18%
+2.8%
Q4 2020$527,000
+20.0%
3,933
+0.8%
0.18%
+1.7%
Q3 2020$439,000
-0.7%
3,901
+2.6%
0.18%
-1.1%
Q2 2020$442,000
+20.8%
3,802
+6.7%
0.18%
-2.7%
Q1 2020$366,000
-28.4%
3,563
-9.1%
0.18%
-19.4%
Q4 2019$511,000
-3.9%
3,919
-6.4%
0.23%
-12.7%
Q3 2019$532,0004,1870.26%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders