TILIA FIDUCIARY PARTNERS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,338 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.

Quarter-by-quarter ownership
TILIA FIDUCIARY PARTNERS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$18,000
-35.7%
322
-30.0%
0.02%
-33.3%
Q2 2022$28,000
-20.0%
4600.0%0.03%
-10.0%
Q1 2022$35,000
-7.9%
4600.0%0.03%
-3.2%
Q4 2021$38,0004600.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Wilmington Trust Investment Management, LLC 1,317,762$131,484,00026.50%
Sage Advisory Services, Ltd.Co. 1,450,311$144,698,00017.06%
Quantitative Advantage, LLC 642,654$64,163,00015.39%
Simply Money Advisors 935,899$93,440,00014.52%
FIRST HAWAIIAN BANK 627,875$62,688,00010.98%
Live Your Vision, LLC 202,572$20,225,00010.68%
Valmark Advisers, Inc. 4,140,992$413,437,00010.63%
LVZ, Inc. 132,407$12,669,00010.14%
SG Select LLC 6,068$606,0009.90%
TIEDEMANN TRUST CO 906,241$90,462,0009.81%
View complete list of ISHARES TR shareholders