SHELTON WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
SHELTON WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$250,485
-10.5%
3,660
-7.9%
0.20%
-7.8%
Q2 2023$280,016
+10.4%
3,973
+0.1%
0.22%
+5.3%
Q1 2023$253,714
+13.1%
3,971
+3.5%
0.21%
+16.4%
Q4 2022$224,376
+1.1%
3,835
+0.1%
0.18%
-10.6%
Q3 2022$222,000
-3.9%
3,833
+0.1%
0.20%
+1.0%
Q2 2022$231,000
-19.2%
3,831
+2.2%
0.20%
-13.3%
Q1 2022$286,000
-7.1%
3,749
+1.9%
0.23%
-6.6%
Q4 2021$308,0003,6780.24%
Other shareholders
ISHARES TR shareholders Q3 2023
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