Verdence Capital Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.

Quarter-by-quarter ownership
Verdence Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$353,787
+19.1%
5,171
+0.8%
0.04%
-7.3%
Q3 2022$297,000
+39.4%
5,132
+102.0%
0.04%
+64.0%
Q4 2021$213,0002,5400.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 723,960$46,507,19940.81%
Foundation Wealth Management, LLC 357,421$22,834,99023.51%
Johnson Midwest Financial, LLC 243,586$15,562,71022.35%
TRIAD FINANCIAL ADVISORS, INC. 550,219$35,153,46615.30%
INSTRUMENTAL WEALTH, LLC 161,953$10,326,14913.63%
Praetorian Wealth Management, Inc. 605,723$38,699,64212.58%
Sterling Investment Counsel, LLC 328,753$21,004,05312.48%
EisnerAmper Wealth Management Corporate Benefits, LLC 386,444$24,69011.94%
Camarda Financial Advisors, LLC 240,167$15,344,27011.50%
FINANCIAL LIFE ADVISORS 381,879$24,398,25210.49%
View complete list of ISHARES TR shareholders