Physician Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 465 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$793,459
-4.4%
8,803
+0.2%
0.20%
-1.0%
Q2 2023$830,312
+3.5%
8,788
+1.6%
0.21%
-1.9%
Q1 2023$802,096
+0.1%
8,647
+3.3%
0.21%
-2.8%
Q4 2022$800,930
-5.4%
8,371
-13.8%
0.22%
-16.9%
Q3 2022$847,000
-6.9%
9,711
+2.5%
0.26%
-1.5%
Q2 2022$910,000
-71.2%
9,478
-69.0%
0.26%
-68.6%
Q1 2022$3,164,000
-43.0%
30,536
-37.9%
0.84%
-42.3%
Q4 2021$5,550,000
-3.2%
49,184
-10.8%
1.46%
-7.7%
Q3 2021$5,733,000
+6.9%
55,142
+6.1%
1.58%
+2.6%
Q2 2021$5,361,000
+13.3%
51,974
+15.2%
1.54%
-0.2%
Q1 2021$4,731,000
+9.1%
45,108
+0.0%
1.54%
+4.3%
Q4 2020$4,338,000
+56.5%
45,103
+21.2%
1.48%
+32.6%
Q3 2020$2,772,000
+4.8%
37,227
+7.1%
1.11%
+4.4%
Q2 2020$2,644,000
+75.2%
34,750
+51.5%
1.07%
+41.4%
Q1 2020$1,509,00022,9430.75%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Permanens Capital L.P. 393,265$27,603,00011.65%
TMD & ASSOCIATES, INC 159,905$11,224,0009.74%
Well Done, LLC 359,092$25,205,0009.52%
NewFocus Financial Group, LLC 160,524$11,267,0007.60%
CFO4Life, L.P. 76,819$5,392,0004.46%
Diversified Trust Co 713,320$50,068,0004.25%
TD Capital Management LLC 179,806$12,621,0003.87%
Brinker Capital Investments, LLC 1,207,450$84,751,0003.59%
Tillar-Wenstrup Advisors, LLC 52,426$3,680,0003.11%
Stonehearth Capital Management, LLC 16,350$1,148,0000.90%
View complete list of ISHARES TR shareholders