LWM Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
LWM Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,320,746
+27.0%
23,053
+26.9%
2.49%
+28.8%
Q2 2023$1,827,441
-26.5%
18,160
-26.6%
1.93%
-27.3%
Q1 2023$2,487,545
+27.8%
24,732
+27.2%
2.66%
+23.4%
Q4 2022$1,947,12219,4442.15%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ESG Planning DBA Harper Investing 774,070$77,925,66389.35%
Sound Financial Strategies Group, LLC 639,243$64,352,59353.19%
CABANA LLC 132,903$13,379,41050.01%
Stuart Chaussee & Associates, Inc. 1,206,661$121,474,56340.39%
BML Capital Management, LLC 270,000$27,180,90024.96%
Vigilare Wealth Management 327,917$33,011,41521.06%
Titan Capital Management, LLC /TX 147,221$14,820,73819.96%
RIA Advisory Group LLC 442,514$44,548,29219.94%
VitalStone Financial, LLC 219,600$22,05418.62%
Mader & Shannon Wealth Management, Inc. 221,379$22,286,22414.65%
View complete list of ISHARES TR shareholders