Visionary Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 66 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q3 2023
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders