Peterson Wealth Services - 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
Peterson Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$5,358,011
-28.6%
83,863
-34.6%
2.76%
-35.8%
Q4 2022$7,500,194
+3613.0%
128,208
+5197.9%
4.30%
+3106.0%
Q4 2021$202,0002,4200.13%
Other shareholders
ISHARES TR shareholders Q2 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