IAG Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 133 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$51,848
-5.6%
1,0860.0%0.01%
-6.7%
Q2 2023$54,901
+3.3%
1,086
+2.2%
0.02%0.0%
Q1 2023$53,161
+10.4%
1,0630.0%0.02%
+7.1%
Q4 2022$48,134
+20.3%
1,063
+0.5%
0.01%
+7.7%
Q3 2022$40,000
-11.1%
1,0580.0%0.01%
-13.3%
Q2 2022$45,000
-13.5%
1,058
+2.7%
0.02%
-6.2%
Q1 2022$52,000
-7.1%
1,030
+0.2%
0.02%
-11.1%
Q4 2021$56,000
+3.7%
1,028
+1.0%
0.02%
-5.3%
Q3 2021$54,000
-1.8%
1,0180.0%0.02%
-5.0%
Q2 2021$55,000
+7.8%
1,018
+1.6%
0.02%
+5.3%
Q1 2021$51,000
+6.2%
1,0020.0%0.02%
-5.0%
Q4 2020$48,000
+14.3%
1,002
+0.7%
0.02%
+5.3%
Q3 2020$42,000
+2.4%
9950.0%0.02%
-5.0%
Q2 2020$41,000
+17.1%
995
+1.2%
0.02%
-13.0%
Q1 2020$35,000
-25.5%
9830.0%0.02%
-25.8%
Q4 2019$47,0009830.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. (NB/CA) 90,793$3,431,0004.05%
Stelac Advisory Services LLC 272,864$10,312,0003.16%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 67,243$2,541,0002.44%
CKW FINANCIAL GROUP 169,232$6,395,0002.28%
Round Table Services, LLC 101,511$3,836,0002.16%
Palisades Hudson Asset Management, L.P. 58,177$2,199,0001.79%
Lattice Strategies LLC 55,806$2,109,0001.65%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 116,284$4,394,0001.58%
Risk Paradigm Group, LLC 25,404$960,017,0001.30%
Ironwood Financial, llc 37,814$1,429,0001.07%
View complete list of ISHARES TR shareholders