WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - ISHARES TR ownership

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ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$208,936
-4.7%
2,8000.0%0.07%
-2.7%
Q2 2023$219,128
+6.1%
2,8000.0%0.07%
+1.4%
Q1 2023$206,584
+4.5%
2,8000.0%0.07%
+2.9%
Q4 2022$197,764
+13.0%
2,8000.0%0.07%
-13.6%
Q3 2022$175,000
-6.4%
2,8000.0%0.08%
+5.2%
Q2 2022$187,000
-11.8%
2,8000.0%0.08%
-13.5%
Q1 2022$212,000
-0.9%
2,8000.0%0.09%
-11.9%
Q4 2021$214,000
+8.1%
2,8000.0%0.10%
-17.2%
Q3 2021$198,000
-1.5%
2,8000.0%0.12%
+1.7%
Q2 2021$201,000
+4.1%
2,8000.0%0.12%
-2.4%
Q1 2021$193,000
+10.9%
2,8000.0%0.12%
+15.0%
Q4 2020$174,000
+14.5%
2,8000.0%0.11%
+8.1%
Q3 2020$152,000
+4.1%
2,8000.0%0.10%0.0%
Q2 2020$146,000
+13.2%
2,8000.0%0.10%
+6.5%
Q1 2020$129,000
-26.7%
2,8000.0%0.09%
-12.3%
Q4 2019$176,000
+11.4%
2,8000.0%0.11%
-25.9%
Q3 2018$158,000
-99.9%
2,8000.0%0.14%
-2.1%
Q2 2018$150,304,000
+90993.3%
2,800
-10.3%
0.15%
-9.9%
Q1 2018$165,000
-98.1%
3,120
-98.0%
0.16%
-97.8%
Q4 2017$8,512,000–153,712–7.38%–
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Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Family Firm, Inc. 262,590$37,818,00016.68%
ASPIRIANT, LLC 1,387,911$70,700,0006.15%
ALLEGHANY CORP /DE 2,637,000$134,328,0004.98%
Simply Money Advisors 444,944$22,665,0003.09%
Peak Capital Management LLC 76,565$3,900,0002.18%
Financial Planning & Information Services, Inc. 89,353$4,552,0001.64%
Edge Advisors, LLC 271,725$13,841,0001.58%
Oliver Luxxe Assets LLC 46,455$2,366,0001.54%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 200,008$10,188,0001.46%
Steinberg Global Asset Management 186,831$9,517,0001.45%
View complete list of ISHARES TR shareholders