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 ↓
Howard Capital Management Inc. 67,188$12,718,00018.18%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,650$17,425,00015.03%
Salomon & Ludwin, LLC 415,820$62,652,00014.47%
Silicon Valley Capital Partners 159,354$24,010,00012.06%
CHURCHILL MANAGEMENT Corp 1,822,833$274,646,00012.04%
LVZ, Inc. 256,082$38,584,00010.97%
Regal Wealth Group, Inc. 77,785$11,720,00010.68%
Paragon Wealth Strategies, LLC 92,575$13,809,0009.78%
Centerpoint Advisors, LLC 68,370$10,301,0009.77%
Pinnacle Family Advisors, LLC 91,920$13,850,0009.32%
View complete list of ISHARES TR shareholders