Berkshire Money Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,561 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.

Quarter-by-quarter ownership
Berkshire Money Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$275,866
-76.0%
3,267
-83.4%
0.03%
-81.9%
Q4 2022$1,150,578
+6.4%
19,668
+5.2%
0.18%
-2.2%
Q3 2022$1,081,000
-59.1%
18,691
-57.3%
0.19%
-57.5%
Q2 2022$2,640,00043,7370.44%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,426$41,124,00039.50%
Sterling Investment Counsel, LLC 333,025$20,098,00015.34%
Hedeker Wealth, LLC 692,165$44,164,00015.24%
TRIAD FINANCIAL ADVISORS, INC. 414,562$25,019,00013.86%
EisnerAmper Wealth Management Corporate Benefits, LLC 377,748$22,797,00012.11%
Praetorian Wealth Management, Inc. 533,479$32,195,00011.82%
Powell Investment Advisors, LLC 315,616$19,047,00011.55%
Salomon & Ludwin, LLC 1,225,889$73,982,00011.44%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 131,729$7,950,00010.69%
ShoreHaven Wealth Partners, LLC 216,518$13,066,0009.38%
View complete list of ISHARES TR shareholders