IAG Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 10.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,501
-3.8%
1280.0%0.01%0.0%
Q2 2023$32,742
+3.5%
1280.0%0.01%0.0%
Q1 2023$31,643
-7.6%
1280.0%0.01%
-10.0%
Q4 2022$34,264
+3.8%
1280.0%0.01%
-9.1%
Q3 2022$33,0000.0%1280.0%0.01%0.0%
Q2 2022$33,000
-8.3%
1280.0%0.01%0.0%
Q1 2022$36,000
-2.7%
1280.0%0.01%
-8.3%
Q4 2021$37,000
+12.1%
1280.0%0.01%0.0%
Q3 2021$33,000
-5.7%
1280.0%0.01%
-7.7%
Q2 2021$35,000
+6.1%
1280.0%0.01%0.0%
Q1 2021$33,000
+6.5%
1280.0%0.01%0.0%
Q4 2020$31,000
+19.2%
1280.0%0.01%
+8.3%
Q3 2020$26,000
+4.0%
1280.0%0.01%0.0%
Q2 2020$25,000
+13.6%
1280.0%0.01%
-20.0%
Q1 2020$22,0001280.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders