Visionary Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 136 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Visionary Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$736,548
+20.9%
19,126
+18.7%
0.06%
+22.4%
Q2 2023$609,210
+9.3%
16,108
+5.0%
0.05%
+4.3%
Q1 2023$557,438
+104878.9%
15,335
-4.6%
0.05%
-4.1%
Q4 2022$531
-99.9%
16,082
+7.1%
0.05%
-7.5%
Q3 2022$510,000
+1.6%
15,021
+4.8%
0.05%
+17.8%
Q2 2022$502,000
-29.6%
14,336
-14.1%
0.04%
-21.1%
Q1 2022$713,000
+36.3%
16,694
+42.3%
0.06%
+32.6%
Q4 2021$523,000
+26.6%
11,734
+23.6%
0.04%0.0%
Q3 2021$413,000
+8.1%
9,496
+7.4%
0.04%
+13.2%
Q2 2021$382,000
+16.8%
8,843
+3.3%
0.04%
+11.8%
Q1 2021$327,000
+35.1%
8,557
+42.5%
0.03%
+25.9%
Q4 2020$242,0006,0050.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CROSSPOINT FINANCIAL, LLC 37,790$1,455,28815.38%
RETIREMENT CAPITAL STRATEGIES 78,687$3,030,2361.42%
ABSOLUTE CAPITAL MANAGEMENT, LLC 22,600$870,3260.84%
Sierra Capital LLC 117,113$4,5100.72%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 29,050$1,118,7200.72%
LVM CAPITAL MANAGEMENT LTD/MI 127,906$4,9260.69%
WealthOne, LLC 41,107$1,583,0460.64%
ALTERNA WEALTH MANAGEMENT, INC 12,317$474,3280.61%
CORA CAPITAL ADVISORS LLC 20,980$807,9400.54%
Wharton Business Group, LLC 200,110$7,7060.43%
View complete list of ISHARES TR shareholders