BIP Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,594 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.76 and the average weighting 0.9%.

Quarter-by-quarter ownership
BIP Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$363,986
+6.4%
3,933
-2.9%
0.03%
+20.0%
Q1 2024$342,011
+12.4%
4,050
+0.0%
0.02%
+4.2%
Q4 2023$304,145
-4.3%
4,049
-12.8%
0.02%
-17.2%
Q3 2023$317,7624,6440.03%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,945$50,403,00038.13%
HILLTOP WEALTH ADVISORS, LLC 346,038$25,576,00017.96%
Johnson Midwest Financial, LLC 266,243$19,678,00016.08%
Salomon & Ludwin, LLC 1,331,191$98,388,00015.30%
EisnerAmper Wealth Management Corporate Benefits, LLC 362,807$26,815,00013.50%
ShoreHaven Wealth Partners, LLC 335,846$24,822,00012.93%
Praetorian Wealth Management, Inc. 495,530$36,625,00012.41%
Powell Investment Advisors, LLC 261,502$19,328,00011.94%
MMA ASSET MANAGEMENT LLC 199,004$14,708,00011.23%
Carl P. Sherr & Co., LLC 148,295$10,961,0008.75%
View complete list of ISHARES TR shareholders