IAG Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - 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 2023
NameSharesValueWeighting ↓
XPONANCE, INC. 97,440$12,410,0004.57%
MinichMacGregor Wealth Management, LLC 24,757$3,153,0002.98%
SPC Financial, Inc. 60,819$7,747,0002.80%
Spruce Investment Advisors LLC 22,438$2,858,0001.62%
BerganKDV Wealth Management, LLC 40,389$5,009,0001.25%
HRT FINANCIAL LP 14,878$1,895,0001.15%
VICUS CAPITAL 30,717$3,912,0000.95%
Mirae Asset Global Investments Co., Ltd. 267,764$34,105,0000.88%
Glassman Wealth Services 7,400$943,0000.81%
Wharton Business Group, LLC 49,820$6,346,0000.75%
View complete list of ISHARES TR shareholders