BRIGGS ADVISORY GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BRIGGS ADVISORY GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,047,373
-5.4%
15,308
-2.6%
0.60%
-3.1%
Q2 2023$1,107,664
+10.3%
15,7160.0%0.62%
+3.9%
Q1 2023$1,004,095
+9.2%
15,7160.0%0.60%
+1.7%
Q4 2022$919,386
+1.1%
15,7160.0%0.58%
-14.2%
Q3 2022$909,000
-4.1%
15,7160.0%0.68%
-1.6%
Q2 2022$948,000
-21.0%
15,7160.0%0.69%
-13.0%
Q1 2022$1,200,000
-8.7%
15,7160.0%0.80%
-11.1%
Q4 2021$1,315,00015,7160.90%
Other shareholders
ISHARES TR shareholders Q4 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