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 Q4 2023. The put-call ratio across all filers is 0.86 and the average weighting 0.2%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$61,241
+0.6%
1,118
+2.2%
0.01%
-7.7%
Q1 2024$60,884
+5.3%
1,0940.0%0.01%0.0%
Q4 2023$57,811
+11.5%
1,094
+0.7%
0.01%
-7.1%
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 Q4 2023
NameSharesValueWeighting ↓
EFG Asset Management (Americas) Corp. 349,736$14,889,0009.69%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 137,334$5,841,0004.09%
Lattice Strategies LLC 167,706$7,133,0003.96%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 319,189$13,575,0003.73%
Round Table Services, LLC 102,635$4,365,0003.44%
Stelac Advisory Services LLC 230,992$9,824,0002.88%
Ruggie Capital Group 57,453$2,443,0002.24%
DT Investment Partners, LLC 163,494$6,953,0002.18%
Palisades Hudson Asset Management, L.P. 50,063$2,129,0001.67%
Callan Capital, LLC 164,856$7,011,0001.59%
View complete list of ISHARES TR shareholders