Blue Trust, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.

Quarter-by-quarter ownership
Blue Trust, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$366
+41.9%
5,187
+28.5%
0.01%
+50.0%
Q2 2023$258
+9.3%
4,0370.0%0.00%0.0%
Q1 2023$236
-31.0%
4,037
-31.6%
0.00%
-33.3%
Q4 2022$342
-99.9%
5,9060.0%0.01%0.0%
Q3 2022$356,000
+15.6%
5,906
+46.3%
0.01%
+20.0%
Q2 2022$308,0004,0370.01%
Other shareholders
ISHARES TR shareholders Q3 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