SAX WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 446 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$226,000
-4.2%
7,415
+1.7%
0.05%
-33.3%
Q2 2021$236,000
+4.0%
7,288
+1.1%
0.08%
-2.4%
Q1 2021$227,000
+8.1%
7,208
+1.3%
0.08%
-14.4%
Q4 2020$210,0007,1140.10%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Independence Wealth Advisors, Inc. 316,382$10,324,00010.46%
MONETA GROUP INVESTMENT ADVISORS LLC 2,990,228$97,571,0009.98%
Horan Securities, Inc. 272,204$8,534,0008.32%
Camarda Financial Advisors, LLC 166,972$5,448,0006.18%
BIEGEL & WALLER LLC 325,594$10,624,0006.13%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$29,302,0003.77%
WESPAC Advisors SoCal, LLC 207,660$6,775,0003.40%
ACCURATE INVESTMENT SOLUTIONS, INC. 119,222$3,890,0002.69%
Murphy, Middleton, Hinkle & Parker, Inc. 115,585$3,772,0002.66%
Wealth Advisors of Tampa Bay, LLC 108,067$3,525,0002.47%
View complete list of ISHARES TR shareholders