Safeguard Investment Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 41 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Safeguard Investment Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$313,126
-18.0%
8,641
-27.2%
0.19%
-26.3%
Q3 2022$382,000
-86.9%
11,869
-84.2%
0.26%
-85.5%
Q2 2022$2,927,0000.0%75,1510.0%1.80%
-9.8%
Q1 2022$2,927,000
-26.5%
75,151
-27.9%
2.00%
-14.1%
Q4 2021$3,985,000
+17.1%
104,198
+4.3%
2.32%
+5.6%
Q3 2021$3,403,000
+12.9%
99,857
+16.9%
2.20%
+2.5%
Q2 2021$3,015,000
+48.2%
85,423
+45.4%
2.15%
+18.3%
Q1 2021$2,034,000
+606.2%
58,744
+511.2%
1.82%
+612.2%
Q4 2020$288,0009,6120.26%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders