Precision Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 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 Q3 2021
NameSharesValueWeighting ↓
One Capital Management, LLC 157,424$12,281,0004.00%
MONROE BANK & TRUST/MI 108,593$8,003,0002.90%
Efficient Advisors, LLC 238,363$18,595,0002.73%
Parkside Advisors LLC 46,817$3,652,0002.70%
JUNCTURE WEALTH STRATEGIES, LLC 44,786$3,494,0002.36%
Pegasus Partners Ltd. 60,569$4,725,0002.24%
WESCAP Management Group, Inc. 53,306$4,158,0002.17%
BOK Financial Private Wealth, Inc. 137,071$10,693,0001.62%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 33,705$2,629,0001.29%
SMITH, MOORE & CO. 40,583$3,166,0001.27%
View complete list of ISHARES TR shareholders