AlphaCore Capital LLC - 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
AlphaCore Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60,680
-2.6%
8840.0%0.01%0.0%
Q2 2023$62,304
+960.0%
884
+860.9%
0.01%
+400.0%
Q1 2023$5,878
+9.2%
920.0%0.00%0.0%
Q4 2022$5,382
+7.6%
920.0%0.00%0.0%
Q3 2022$5,000
-16.7%
920.0%0.00%
-33.3%
Q2 2022$6,000
-64.7%
92
-59.5%
0.00%
-57.1%
Q1 2022$17,0002270.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders