Stone Asset Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 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 Q2 2023
NameSharesValueWeighting ↓
Scottrade Investment Management 2,624,985$345,238,00027.70%
EisnerAmper Wealth Management Corporate Benefits, LLC 134,990$17,754,00015.39%
Tiedemann Wealth Management Holdings, LLC 25,528$3,358,00013.54%
Horizon Investments, LLC 1,516,265$199,419,00013.22%
Silicon Valley Capital Partners 139,155$18,302,00011.42%
Valmark Advisers, Inc. 3,415,774$449,243,00011.02%
COURIER CAPITAL LLC 463,147$60,913,00010.72%
Commonwealth Financial Services, LLC 72,730$9,544,00010.40%
Paragon Wealth Strategies, LLC 94,908$12,482,00010.25%
Regal Wealth Group, Inc. 99,413$13,075,0009.98%
View complete list of ISHARES TR shareholders