Cardinal Strategic Wealth Guidance - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 40 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cardinal Strategic Wealth Guidance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$50,000
-3.8%
1,1720.0%0.03%0.0%
Q2 2022$52,000
-5.5%
1,1720.0%0.03%
+8.0%
Q1 2022$55,000
-98.4%
1,172
-98.3%
0.02%
-98.5%
Q4 2021$3,519,000
+3.3%
69,836
+4.9%
1.64%
-8.0%
Q3 2021$3,407,000
-35.0%
66,604
-34.7%
1.78%
-35.3%
Q2 2021$5,244,000
+1.0%
101,977
+0.2%
2.76%
-9.3%
Q1 2021$5,190,000
-56.0%
101,786
-54.8%
3.04%
-56.6%
Q4 2020$11,803,000
+1.7%
225,362
+1.7%
7.01%
-14.6%
Q3 2020$11,606,000
+3.6%
221,599
+3.3%
8.21%
-1.5%
Q2 2020$11,203,000
+5.2%
214,453
+3.2%
8.33%
-14.6%
Q1 2020$10,651,000
+20.5%
207,825
+19.0%
9.76%
+28.4%
Q4 2019$8,837,000174,5767.60%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Cardinal Strategic Wealth Guidance 225,362$11,803,0007.01%
Demars Financial Group, LLC 115,601$6,055,0004.28%
Destination Wealth Management 330,152$17,292,0000.75%
Birchcreek Wealth Management, LLC 3,066$160,0000.16%
D.A. DAVIDSON & CO. 156,314$8,187,0000.12%
Columbus Macro, LLC 7,077$371,0000.11%
J.W. COLE ADVISORS, INC. 13,359$700,0000.07%
RFG Advisory, LLC 8,963$467,0000.06%
WealthShield Partners, LLC 5,730$300,0000.06%
DAVIDSON INVESTMENT ADVISORS 9,731$510,0000.05%
View complete list of ISHARES TR shareholders