Precision Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 227 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.36 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 Q4 2021
NameSharesValueWeighting ↓
Connective Capital Management, LLC 50,071$3,091,0004.54%
Efficient Advisors, LLC 250,871$15,486,0004.32%
HBK Sorce Advisory LLC 209,742$12,948,0002.80%
MONROE BANK & TRUST/MI 87,477$5,400,0002.40%
BOK Financial Private Wealth, Inc. 149,054$9,201,0001.99%
TOTH FINANCIAL ADVISORY CORP 47,559$2,936,0001.44%
Twele Capital Management, Inc. 67,572$4,171,0001.44%
REGENTATLANTIC CAPITAL LLC 191,612$11,828,0001.40%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 37,535$2,317,0001.39%
Charles Schwab Investment Advisory, Inc. 510,838$31,534,0001.36%
View complete list of ISHARES TR shareholders