IAG Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 218 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.59 and the average weighting 0.1%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$33,549
-3.9%
6400.0%0.01%0.0%
Q1 2024$34,906
+3.9%
640
+400.0%
0.01%
-12.5%
Q4 2023$33,606
+6.7%
1280.0%0.01%
-11.1%
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 ↓
MARTIN & CO INC /TN/ 86,629$4,541,1051.14%
Mason & Associates Inc 75,936$3,980,5601.06%
Wharton Business Group, LLC 335,550$17,5900.91%
Carl P. Sherr & Co., LLC 15,955$836,3610.47%
GARRISON POINT ADVISORS, LLC 11,710$613,8380.40%
LEUTHOLD GROUP, LLC 56,942$2,984,9000.34%
Meridian Financial, LLC 8,140$426,7070.31%
49 WEALTH MANAGEMENT, LLC 29,675$1,534,2120.30%
Terra Nova Asset Management LLC 6,688$350,5700.28%
Sebold Capital Management, Inc. 7,030$368,5130.25%
View complete list of ISHARES TR shareholders