LWM Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.3%.

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 Q4 2023
NameSharesValueWeighting ↓
SVB WEALTH LLC 5,112,274$511,355,0006.48%
Ironwood Wealth Management, LLC. 110,229$11,026,0006.36%
Relative Value Partners Group, LLC 342,751$34,284,0002.67%
LINCOLN CAPITAL CORP 44,458$4,447,0002.54%
WOODMONT INVESTMENT COUNSEL LLC 50,390$5,040,0000.79%
Laurel Wealth Advisors LLC 29,624$2,963,0000.64%
Klaas Financial Asset Advisors, LLC 10,046$1,005,0000.25%
First National Bank of South Miami 2,460$246,0000.17%
OPPENHEIMER ASSET MANAGEMENT INC. 114,706$11,473,0000.16%
Eudaimonia Partners, LLC 7,520$752,0000.14%
View complete list of ISHARES TR shareholders