Stone Asset Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.

Quarter-by-quarter ownership
Stone Asset Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$223,104
+9.2%
3,4920.0%0.36%
+180.3%
Q4 2022$204,282
-93.9%
3,492
-93.7%
0.13%
-93.9%
Q2 2022$3,336,000
-19.1%
55,275
+2.4%
2.10%
-8.9%
Q1 2022$4,125,00054,0022.30%
Other shareholders
ISHARES TR shareholders Q1 2023
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