Aveo Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$398,410
+32.0%
5,823
+36.0%
0.05%
+36.8%
Q2 2023$301,725
+11.8%
4,281
+145.5%
0.04%
-66.4%
Q1 2018$270,000
-53.3%
1,744
-63.3%
0.11%
-31.5%
Q4 2016$578,0004,7470.16%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders