Tradition Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 152 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.2%.

Quarter-by-quarter ownership
Tradition Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14
-6.7%
2910.0%0.00%0.0%
Q2 2023$15
+7.1%
291
+2.1%
0.00%0.0%
Q1 2023$14
+7.7%
2850.0%0.00%0.0%
Q4 2022$13
-99.9%
285
+0.4%
0.00%0.0%
Q3 2022$11,000
-8.3%
2840.0%0.00%0.0%
Q2 2022$12,000
-14.3%
284
+2.9%
0.00%0.0%
Q1 2022$14,000
-6.7%
2760.0%0.00%0.0%
Q4 2021$15,000
+7.1%
276
+1.1%
0.00%0.0%
Q3 2021$14,000
-6.7%
2730.0%0.00%0.0%
Q2 2021$15,000
+15.4%
273
+1.9%
0.00%0.0%
Q1 2021$13,0000.0%2680.0%0.00%
-33.3%
Q4 2020$13,0002680.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders