Tradition Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 88 filers reported holding ISHARES TR in Q1 2021. 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
Q4 2023$4
-82.6%
106
-83.0%
0.00%
-100.0%
Q3 2023$23
-8.0%
6230.0%0.00%0.0%
Q2 2023$25
+4.2%
623
+1.0%
0.00%0.0%
Q1 2023$24
+14.3%
6170.0%0.00%0.0%
Q4 2022$21
-99.9%
6170.0%0.00%0.0%
Q3 2022$21,000
-8.7%
6170.0%0.00%0.0%
Q2 2022$23,000
-25.8%
617
-6.5%
0.00%
-25.0%
Q1 2022$31,000
-13.9%
6600.0%0.00%
-20.0%
Q4 2021$36,000
+12.5%
6600.0%0.01%0.0%
Q3 2021$32,000
-3.0%
6600.0%0.01%0.0%
Q2 2021$33,000
+6.5%
660
-1.3%
0.01%0.0%
Q1 2021$31,000
+40.9%
669
+33.8%
0.01%
+25.0%
Q4 2020$22,0005000.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 87,646$2,754,7141.46%
H&H Retirement Design & Management INC 26,892$776,9220.51%
Destiny Wealth Partners, LLC 73,768$2,318,5160.42%
Biltmore Family Office, LLC 45,489$1,429,7350.28%
Laidlaw Wealth Management LLC 15,614$490,7480.27%
Highland Financial Advisors, LLC 8,638$2710.11%
Peoples Bank/KS 2,898$91,0790.07%
TCG Advisory Services, LLC 17,390$546,5710.03%
WR Wealth Planners, LLC 2,541$79,8640.02%
CX Institutional 9,376$294,6840.01%
View complete list of ISHARES TR shareholders