BlackDiamond Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$324,307
-4.6%
5,5070.0%0.37%
-10.0%
Q3 2022$340,000
-4.5%
5,5070.0%0.41%
-7.9%
Q2 2022$356,000
-30.5%
5,507
-17.8%
0.44%
-27.3%
Q1 2022$512,000
-10.0%
6,697
-1.5%
0.61%
-6.4%
Q4 2021$569,0006,8010.65%
Other shareholders
ISHARES TR shareholders Q4 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