Secure Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$249,0000.0%1,725
+5.6%
0.12%
-2.4%
Q2 2021$249,000
-12.0%
1,634
-15.2%
0.13%
-19.7%
Q1 2021$283,000
+11.4%
1,928
-10.1%
0.16%
+4.7%
Q4 2020$254,000
-0.8%
2,144
-27.1%
0.15%
-17.1%
Q2 2020$256,0002,9390.18%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
View complete list of ISHARES TR shareholders