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 ↓
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