Arbor Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,250 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
Arbor Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$815,370
-5.8%
8,811
-14.0%
0.12%
-6.3%
Q1 2024$865,594
+15.8%
10,251
+3.0%
0.13%
+8.5%
Q4 2023$747,696
+9.8%
9,9560.0%0.12%
-1.7%
Q3 2023$681,190
-6.3%
9,956
-3.5%
0.12%
-7.0%
Q2 2023$727,213
+10.3%
10,3180.0%0.13%
+5.8%
Q1 2023$659,217
+9.2%
10,3180.0%0.12%
-2.4%
Q4 2022$603,603
+1.1%
10,3180.0%0.12%
-13.9%
Q3 2022$597,000
-8.6%
10,318
-4.6%
0.14%
+2.9%
Q2 2022$653,000
-20.9%
10,8120.0%0.14%
-11.4%
Q1 2022$826,000
-8.7%
10,8120.0%0.16%
-6.5%
Q4 2021$905,000
+13.3%
10,8120.0%0.17%
+5.0%
Q3 2021$799,000
+1.7%
10,8120.0%0.16%
-3.0%
Q2 2021$786,000
+11.6%
10,8120.0%0.17%
+5.1%
Q1 2021$704,000
+2.0%
10,8120.0%0.16%0.0%
Q4 2020$690,000
+10.4%
10,812
+300.0%
0.16%
-3.1%
Q3 2020$625,000
+8.5%
2,703
-2.6%
0.16%
+2.5%
Q2 2020$576,000
+25.8%
2,7740.0%0.16%
+5.3%
Q1 2020$458,000
-29.4%
2,774
-17.3%
0.15%
-17.5%
Q4 2019$649,000
+7.5%
3,3530.0%0.18%
-0.5%
Q3 2019$604,000
+0.5%
3,3530.0%0.18%
-2.1%
Q2 2019$601,000
+4.0%
3,3530.0%0.19%
+2.2%
Q1 2019$578,000
+38.3%
3,353
+20.9%
0.18%
+21.1%
Q4 2018$418,000
-14.9%
2,7740.0%0.15%
-16.5%
Q3 2018$491,000
+8.9%
2,7740.0%0.18%
+2.2%
Q2 2018$451,000
+38.8%
2,774
-41.4%
0.18%
-37.1%
Q1 2011$325,0004,7350.28%
Other shareholders
ISHARES TR shareholders Q4 2022
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