Brown Miller Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
Brown Miller Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$429
-3.4%
6,276
-0.6%
0.24%0.0%
Q2 2023$444
-99.9%
6,313
+16.7%
0.24%
-7.3%
Q4 2021$452,000
-1.5%
5,409
-13.0%
0.26%
-10.1%
Q3 2021$459,000
-4.2%
6,214
-17.2%
0.29%
-20.0%
Q4 2020$479,0007,5010.36%
Other shareholders
ISHARES TR shareholders Q4 2020
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