Tradition Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 63 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Tradition Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5
-16.7%
2540.0%0.00%0.0%
Q2 2023$60.0%254
+0.4%
0.00%0.0%
Q1 2023$60.0%2530.0%0.00%0.0%
Q4 2022$6
-99.9%
2530.0%0.00%0.0%
Q3 2022$7,0000.0%2530.0%0.00%0.0%
Q2 2022$7,000
-22.2%
253
+0.4%
0.00%0.0%
Q1 2022$9,000
-18.2%
2520.0%0.00%0.0%
Q4 2021$11,000
-15.4%
252
+0.8%
0.00%
-50.0%
Q3 2021$13,0000.0%2500.0%0.00%0.0%
Q2 2021$13,000
+18.2%
2500.0%0.00%0.0%
Q1 2021$11,0000.0%2500.0%0.00%0.0%
Q4 2020$11,0002500.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 92,174$4,234,0001.72%
STRATEGIC WEALTH MANAGEMENT INC 45,501$2,090,0001.28%
Outlook Wealth Advisors, LLC 15,613$717,0000.26%
TCG Advisory Services, LLC 12,838$500,0000.23%
Wealthcare Advisory Partners LLC 55,097$2,531,0000.22%
Archer Investment Corp 7,000$321,580,0000.15%
BAKER TILLY WEALTH MANAGEMENT, LLC 6,198$285,0000.09%
Tolleson Wealth Management, Inc. 5,334$245,0000.08%
Wharton Business Group, LLC 21,110$970,0000.08%
NAPLES GLOBAL ADVISORS, LLC 6,415$295,0000.05%
View complete list of ISHARES TR shareholders