LVW Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 168 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LVW Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$287,749
+0.2%
12,0700.0%0.06%
+7.3%
Q2 2023$287,266
-0.9%
12,0700.0%0.06%
-3.5%
Q1 2023$289,801
+3.0%
12,070
+2.3%
0.06%0.0%
Q4 2022$281,430
-0.6%
11,8000.0%0.06%
-9.5%
Q3 2022$283,000
-1.7%
11,8000.0%0.06%
+6.8%
Q2 2022$288,00011,8000.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Capital Investment Advisors, LLC 1,181,799$28,197,7130.71%
Horizons Wealth Management 38,210$911,6810.60%
Montecito Bank & Trust 46,189$1,102,0700.24%
Richard P Slaughter Associates Inc 36,894$880,2900.22%
Greenfield Savings Bank 12,099$288,6820.17%
View complete list of ISHARES TR shareholders