PFG Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PFG Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$6,718,000
+27.0%
268,418
+27.0%
4.41%
+48.8%
Q2 2022$5,288,000
+1.1%
211,426
+1.2%
2.97%
+10.4%
Q1 2022$5,233,000
+4.0%
208,976
+4.4%
2.69%
+3.4%
Q4 2021$5,033,000
-31.1%
200,215
-30.6%
2.60%
-39.2%
Q3 2021$7,308,000
+6.6%
288,610
+6.9%
4.28%
-3.8%
Q2 2021$6,856,000
+4.6%
269,929
+4.9%
4.44%
-1.4%
Q1 2021$6,552,000
+54.5%
257,347
+55.1%
4.51%
+38.7%
Q4 2020$4,242,000
+8.5%
165,915
+8.8%
3.25%
-4.6%
Q3 2020$3,909,000
+11.5%
152,510
+11.7%
3.41%
+3.2%
Q2 2020$3,505,000
+6.9%
136,488
+3.2%
3.30%
-6.5%
Q1 2020$3,279,000
+2.5%
132,276
+4.6%
3.53%
+23.6%
Q4 2019$3,198,000126,4612.86%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Argent Wealth Management LLC 1,130,883$28,600,0004.79%
Tillar-Wenstrup Advisors, LLC 338,249$8,554,0004.78%
RVW Wealth, LLC 673,367$17,029,0003.72%
Matthew Goff Investment Advisor, LLC 341,803$8,644,0003.20%
Day & Ennis, LLC 246,552$6,235,0003.06%
PFG Private Wealth Management, LLC 126,461$3,198,0002.86%
AlphaMark Advisors, LLC 264,705$6,694,0002.80%
MV CAPITAL MANAGEMENT, INC. 437,552$11,066,0002.39%
LifeSteps Financial, Inc. 94,095$2,380,0002.25%
Fragasso Group Inc. 527,455$13,339,0002.24%
View complete list of ISHARES TR shareholders