PDS Planning, Inc - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 89 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$236,000
+3.5%
6,6400.0%0.15%
-5.7%
Q3 2019$228,000
+3.2%
6,6400.0%0.16%
-3.7%
Q2 2019$221,000
+3.3%
6,6400.0%0.16%
-1.2%
Q1 2019$214,0006,6400.17%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
WEALTH MANAGEMENT RESOURCES, INC. 312,868$10,327,0764.99%
Wade Financial Advisory, Inc 145,559$4,810,7262.06%
Brickley Wealth Management 127,012$4,197,7431.12%
Summit Global Investments 375,038$12,3950.82%
High Net Worth Advisory Group LLC 49,220$1,626,7210.65%
MERCER GLOBAL ADVISORS INC /ADV 3,840,378$126,9240.48%
Fortune Financial Advisors, LLC 16,966$560,7150.43%
RAYMOND JAMES & ASSOCIATES 12,226,069$404,071,4710.34%
Armbruster Capital Management, Inc. 32,575$1,076,6040.27%
DB Wealth Management Group, LLC 12,780$422,3810.27%
View complete list of ISHARES TR shareholders