Opal Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 214 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Opal Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,861,744
+64.1%
18,373
+66.6%
1.09%
+92.4%
Q2 2023$1,134,782
+8.9%
11,028
+10.6%
0.57%
-6.9%
Q1 2023$1,041,766
+20.5%
9,970
+18.1%
0.61%
+27.5%
Q4 2022$864,865
+11.5%
8,441
+10.6%
0.48%
-15.7%
Q3 2022$776,000
-5.3%
7,629
-1.7%
0.57%
+4.4%
Q2 2022$819,000
+1.1%
7,763
+4.0%
0.54%
-23.1%
Q1 2022$810,000
-1.9%
7,465
+2.9%
0.70%
+34.8%
Q4 2021$826,000
+4.3%
7,258
+5.5%
0.52%
-31.3%
Q3 2021$792,000
-13.1%
6,879
-12.7%
0.76%
-10.3%
Q2 2021$911,000
+18.3%
7,880
+17.6%
0.85%
+1.3%
Q1 2021$770,000
+16.8%
6,703
+19.7%
0.84%
+1.3%
Q4 2020$659,0005,5990.83%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders