Carnegie Capital Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Carnegie Capital Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$346,535
-42.2%
4,644
-39.4%
0.01%
-40.9%
Q2 2023$599,941
-24.1%
7,666
-28.4%
0.02%
-31.2%
Q1 2023$790,479
-13.7%
10,714
-17.3%
0.03%
-17.9%
Q4 2022$915,57712,9630.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Family Firm, Inc. 253,059$43,617,00015.41%
Tennessee Valley Asset Management Partners 349,221$19,783,00014.96%
Avidian Wealth Solutions, LLC 689,098$39,037,0009.23%
Balentine LLC 2,584,154$146,392,0008.82%
ERTS Wealth Advisors, LLC 196,153$11,112,0006.13%
Fortis Advisors, LLC 205,822$11,660,0005.66%
ASPIRIANT, LLC 919,447$52,081,0004.34%
Miller Investment Management, LP 281,871$15,968,0003.65%
BIEGEL & WALLER LLC 91,087$5,160,0002.64%
SENTINEL TRUST CO LBA 148,040$8,386,0002.31%
View complete list of ISHARES TR shareholders