Visionary Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 82 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Visionary Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$532,618
+15.5%
26,173
+32.6%
0.04%
+16.2%
Q2 2023$461,116
+8.2%
19,745
+7.8%
0.04%
+2.8%
Q1 2023$426,239
+92965.3%
18,317
+0.8%
0.04%
-14.3%
Q4 2022$458
-99.9%
18,180
+10.4%
0.04%
-6.7%
Q3 2022$434,000
+4.1%
16,463
+14.1%
0.04%
+21.6%
Q2 2022$417,000
-36.7%
14,432
-24.5%
0.04%
-30.2%
Q1 2022$659,000
+3.1%
19,127
+31.2%
0.05%
+1.9%
Q4 2021$639,000
+3.4%
14,581
+19.7%
0.05%
-18.8%
Q3 2021$618,000
+7.5%
12,178
+10.1%
0.06%
+10.3%
Q2 2021$575,000
+17.8%
11,057
+3.5%
0.06%
+13.7%
Q1 2021$488,000
+48.3%
10,680
+49.0%
0.05%
+37.8%
Q4 2020$329,0007,1660.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 172,534$8,977,0003.42%
STRATEGIC WEALTH MANAGEMENT INC 40,772$2,121,0001.14%
Sharkey, Howes & Javer 64,027$3,331,0000.88%
Wharton Business Group, LLC 162,890$8,475,0000.66%
Congress Park Capital LLC 21,780$1,133,0000.57%
Wolf Group Capital Advisors 16,789$874,0000.47%
TCG Advisory Services, LLC 29,516$1,536,0000.41%
Wealthcare Advisory Partners LLC 109,762$5,711,0000.38%
BAKER TILLY WEALTH MANAGEMENT, LLC 22,450$1,168,0000.19%
Mayflower Financial Advisors, LLC 16,201$843,0000.12%
View complete list of ISHARES TR shareholders