Security National Bank - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Security National Bank ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$687,916
+7.8%
10,025
+10.7%
0.19%
+19.1%
Q2 2023$638,055
+24.9%
9,053
+13.2%
0.16%
+19.1%
Q1 2023$510,992
+28.9%
7,998
+18.1%
0.14%
+27.1%
Q4 2022$396,279
+23.1%
6,774
+21.6%
0.11%
+18.9%
Q3 2022$322,000
+30.9%
5,570
+36.8%
0.09%
+32.4%
Q2 2022$246,000
+4.7%
4,072
+32.6%
0.07%
+25.9%
Q1 2022$235,0003,0720.05%
Other shareholders
ISHARES TR shareholders Q4 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