Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$23,000
-68.9%
326
-68.5%
0.00%
-66.7%
Q2 2021$74,000
+29.8%
1,034
+24.0%
0.01%0.0%
Q1 2021$57,000
+29.5%
834
+17.8%
0.01%0.0%
Q4 2020$44,000
-98.0%
708
+1922.9%
0.01%
+800.0%
Q4 2019$2,230,000350.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 726,403$45,175,00015.75%
COREPATH WEALTH PARTNERS LLC 146,052$9,153,0009.54%
ForthRight Wealth Management, LLC 193,762$12,050,0009.47%
ASPIRIANT, LLC 2,182,430$135,719,0009.26%
Wealth Advisors of Iowa, LLC 191,001$11,878,0007.36%
HANTZ FINANCIAL SERVICES, INC. 288,273$17,928,0006.17%
Petix & Botte Co 102,903$6,400,0004.79%
HighMark Wealth Management LLC 82,196$5,106,0004.39%
Fortis Advisors, LLC 70,374$4,377,0003.86%
Windsor Wealth Management, Inc. 243,160$15,122,0003.85%
View complete list of ISHARES TR shareholders