IAG Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 209 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
METLIFE INC 14,555$743,4786.75%
B, B, H, & B INC. 40,866$2,223,0001.85%
Stelac Advisory Services LLC 102,728$5,587,0001.51%
Willis Johnson & Associates, Inc. 213,909$11,635,0001.50%
Providence First Trust Co 56,743$3,086,0001.39%
Naviter Wealth, LLC 79,686$4,339,0001.30%
Palisades Hudson Asset Management, L.P. 41,943$2,281,0000.97%
OLD MISSION CAPITAL LLC 426,808$23,214,0000.96%
Family Firm, Inc. 60,259$3,278,0000.85%
Intercontinental Wealth Advisors, LLC 69,006$3,753,0000.79%
View complete list of ISHARES TR shareholders