BEAM WEALTH ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 122 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$245,000
-4.3%
5,813
-2.9%
0.21%
-5.0%
Q2 2021$256,000
+5.3%
5,984
+0.2%
0.22%
+1.8%
Q1 2021$243,0005,9720.22%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 2,193,534$61,112,0007.67%
Sterneck Capital Management, LLC 149,580$4,167,0004.06%
Lucia Wealth Services, LLC 287,913$8,021,0003.77%
Strategic Wealth Management Group, LLC 122,547$3,414,0003.28%
Retirement Planning Group, LLC 352,240$9,813,0002.62%
SigFig Wealth Management, LLC 401,072$11,070,0002.36%
Stone House Investment Management, LLC 115,376$3,214,0002.03%
Smart Money Group LLC 68,435$1,907,0001.98%
PHILLIPS FINANCIAL MANAGEMENT, LLC 302,408$8,425,0001.80%
LifePlan Financial Group, Inc 96,389$2,685,0001.68%
View complete list of ISHARES TR shareholders