Precision Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 223 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
Precision Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$389,000
-64.6%
3,619
-57.5%
0.31%
-53.1%
Q1 2022$1,098,000
+40.2%
8,524
+52.1%
0.65%
+15.6%
Q4 2021$783,000
+10.4%
5,603
+14.1%
0.56%
+2.9%
Q3 2021$709,000
+94.2%
4,912
+105.3%
0.55%
+74.5%
Q2 2021$365,0002,3930.31%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Efficient Advisors, LLC 241,817$18,692,0004.51%
Connective Capital Management, LLC 30,839$2,384,0003.82%
One Capital Management, LLC 109,765$8,485,0003.22%
HBK Sorce Advisory LLC 100,078$7,736,0002.82%
Parkside Advisors LLC 44,470$3,438,0002.64%
MONROE BANK & TRUST/MI 89,372$6,909,0002.31%
TELEMUS CAPITAL, LLC 92,471$7,148,0001.96%
RiverFront Investment Group, LLC 918,548$71,003,0001.89%
BOK Financial Private Wealth, Inc. 134,513$10,398,0001.81%
SMITH, MOORE & CO. 35,025$2,707,0001.62%
View complete list of ISHARES TR shareholders