Physician Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 182 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$487,783
-7.9%
8,445
-2.6%
0.12%
-5.3%
Q2 2023$529,862
-1.1%
8,669
+0.2%
0.13%
-6.4%
Q1 2023$535,695
+2.2%
8,653
+0.1%
0.14%0.0%
Q4 2022$524,013
+16.7%
8,643
-2.4%
0.14%
+2.2%
Q3 2022$449,000
-11.6%
8,859
-1.2%
0.14%
-6.1%
Q2 2022$508,000
-8.3%
8,970
-1.8%
0.15%0.0%
Q1 2022$554,000
-8.9%
9,137
+1.4%
0.15%
-7.5%
Q4 2021$608,000
-1.9%
9,007
-0.1%
0.16%
-6.5%
Q3 2021$620,000
+3.3%
9,015
+1.1%
0.17%
-1.2%
Q2 2021$600,000
-40.3%
8,917
-41.0%
0.17%
-47.4%
Q1 2021$1,005,000
+3.0%
15,125
-0.2%
0.33%
-1.5%
Q4 2020$976,000
+18.7%
15,151
-2.8%
0.33%
+0.6%
Q3 2020$822,000
-3.3%
15,591
-1.1%
0.33%
-3.8%
Q2 2020$850,00015,7570.34%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$516,416,74932.75%
AAF Wealth Management, LLC 391,010$22,788,09314.64%
TFC Financial Management, Inc. 962,684$56,105,24713.39%
Standpoint Asset Management, LLC 485,400$28,289,1129.34%
Delap Wealth Advisory, LLC 162,074$9,445,6739.13%
AMARILLO NATIONAL BANK 745,418$43,442,9619.10%
DDFG, Inc 381,795$22,251,0248.20%
MCF Advisors LLC 1,301,369$75,843,7916.84%
BRIGGS ADVISORY GROUP, INC. 203,969$11,887,3196.80%
Capital Asset Advisory Services LLC 1,356,037$79,694,2865.46%
View complete list of ISHARES TR shareholders