Eukles Asset Management - 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
Eukles Asset Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,126
-2.9%
1480.0%0.01%0.0%
Q2 2023$10,431
-45.1%
148
+48.0%
0.01%
-66.7%
Q4 2019$19,000
-48.6%
100
-50.7%
0.02%
-53.1%
Q3 2019$37,000
+2.8%
2030.0%0.03%
+3.2%
Q2 2019$36,0002030.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders