Sage Financial Management Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,250 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sage Financial Management Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$813
+11.8%
9,629
-0.5%
0.38%
-1.3%
Q4 2023$727
+12.5%
9,678
+2.5%
0.39%
+0.3%
Q3 2023$646
+17.0%
9,4380.0%0.39%
+0.8%
Q4 2022$5529,4380.39%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,426$41,124,00039.50%
Sterling Investment Counsel, LLC 333,025$20,098,00015.34%
Hedeker Wealth, LLC 692,165$44,164,00015.24%
TRIAD FINANCIAL ADVISORS, INC. 414,562$25,019,00013.86%
EisnerAmper Wealth Management Corporate Benefits, LLC 377,748$22,797,00012.11%
Praetorian Wealth Management, Inc. 533,479$32,195,00011.82%
Powell Investment Advisors, LLC 315,616$19,047,00011.55%
Salomon & Ludwin, LLC 1,225,889$73,982,00011.44%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 131,729$7,950,00010.69%
ShoreHaven Wealth Partners, LLC 216,518$13,066,0009.38%
View complete list of ISHARES TR shareholders