Brown Miller Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

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 Q1 2022
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders