LAKE STREET ADVISORS GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$603
-99.9%
10,309
+0.0%
0.04%
-7.0%
Q3 2022$596,000
-4.2%
10,308
+0.0%
0.04%
-2.3%
Q2 2022$622,000
-26.5%
10,307
-7.0%
0.04%
-18.5%
Q1 2022$846,00011,0800.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,945$50,403,00038.13%
HILLTOP WEALTH ADVISORS, LLC 346,038$25,576,00017.96%
Johnson Midwest Financial, LLC 266,243$19,678,00016.08%
Salomon & Ludwin, LLC 1,331,191$98,388,00015.30%
EisnerAmper Wealth Management Corporate Benefits, LLC 362,807$26,815,00013.50%
ShoreHaven Wealth Partners, LLC 335,846$24,822,00012.93%
Praetorian Wealth Management, Inc. 495,530$36,625,00012.41%
Powell Investment Advisors, LLC 261,502$19,328,00011.94%
MMA ASSET MANAGEMENT LLC 199,004$14,708,00011.23%
Carl P. Sherr & Co., LLC 148,295$10,961,0008.75%
View complete list of ISHARES TR shareholders