LVW Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 555 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$32,517,950
+4.4%
326,846
+4.4%
4.75%
-9.8%
Q1 2024$31,137,675
+9.1%
313,162
+8.2%
5.27%
-1.4%
Q4 2023$28,540,993289,4925.35%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Modera Wealth Management, LLC 1,134,761$114,134,00020.83%
ALTFEST L J & CO INC 398,238$40,055,00010.66%
KEATING INVESTMENT COUNSELORS INC 170,108$17,110,0007.63%
Lee Financial Co 322,545$32,442,0007.33%
Wechter Feldman Wealth Management, Inc. 105,649$10,626,0007.04%
Leicht Financial Planning & Wealth Management, Inc. 71,375$7,179,0007.03%
New Capital Management LP 36,185$3,640,0006.38%
American Money Management, LLC 102,028$10,262,0005.48%
Pasadena Private Wealth, LLC 107,416$10,804,0005.11%
Brand Asset Management Group, Inc. 71,916$7,233,0004.75%
View complete list of ISHARES TR shareholders