SURIENCE PRIVATE WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 268 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SURIENCE PRIVATE WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,434,904
-23.0%
67,834
-20.6%
20.21%
+4.2%
Q2 2023$13,551,648
+80.7%
85,467
+97.6%
19.40%
+217.4%
Q4 2021$7,498,00043,2546.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,658,499$556,644,00018.27%
SOA Wealth Advisors, LLC. 247,979$29,631,0008.92%
Baystate Wealth Management LLC 644,216$76,977,0007.92%
Stonebridge Financial Planning Group, LLC 84,684$10,119,0007.08%
Aspire Capital Advisors LLC 71,471$8,540,0006.77%
Legacy Wealth Planning, LLC 30,279$3,618,0005.99%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 68,522$8,188,0005.10%
Atlantic Union Bankshares Corp 333,091$39,801,0004.57%
Crumly & Associates Inc. 91,641$10,950,0004.52%
Compton Wealth Advisory Group, LLC 81,083$9,689,0004.12%
View complete list of ISHARES TR shareholders