Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$148,000
-16.4%
1,028
-11.6%
0.02%
-4.5%
Q2 2021$177,000
+23.8%
1,163
+19.2%
0.02%
-8.3%
Q1 2021$143,000
+429.6%
976
+324.3%
0.02%
+300.0%
Q4 2020$27,000
-99.4%
230
+360.0%
0.01%
+200.0%
Q3 2020$4,902,000500.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Efficient Advisors, LLC 241,817$18,692,0004.51%
Connective Capital Management, LLC 30,839$2,384,0003.82%
One Capital Management, LLC 109,765$8,485,0003.22%
HBK Sorce Advisory LLC 100,078$7,736,0002.82%
Parkside Advisors LLC 44,470$3,438,0002.64%
MONROE BANK & TRUST/MI 89,372$6,909,0002.31%
TELEMUS CAPITAL, LLC 92,471$7,148,0001.96%
RiverFront Investment Group, LLC 918,548$71,003,0001.89%
BOK Financial Private Wealth, Inc. 134,513$10,398,0001.81%
SMITH, MOORE & CO. 35,025$2,707,0001.62%
View complete list of ISHARES TR shareholders