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 ↓
Efficient Advisors, LLC 247,995$16,985,0004.36%
Kovack Advisors, Inc. 11,923$817,0004.20%
HBK Sorce Advisory LLC 104,119$7,131,0002.95%
Connective Capital Management, LLC 30,839$2,112,0002.94%
TELEMUS CAPITAL, LLC 142,713$9,774,0002.90%
MONROE BANK & TRUST/MI 90,032$6,166,0002.54%
BOK Financial Private Wealth, Inc. 142,218$9,741,0001.96%
QS Investors, LLC 556,260$38,020,0001.64%
TOTH FINANCIAL ADVISORY CORP 48,736$3,338,0001.56%
Twele Capital Management, Inc. 67,572$4,628,0001.51%
View complete list of ISHARES TR shareholders