Trail Ridge Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 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
Trail Ridge Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$202,000
-44.8%
3,232
-46.7%
0.13%
-46.4%
Q2 2022$366,000
-66.6%
6,065
-57.7%
0.25%
-63.2%
Q1 2022$1,096,000
-14.2%
14,343
-6.1%
0.67%
-12.3%
Q4 2021$1,278,00015,2800.77%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,945$50,403,00038.13%
HILLTOP WEALTH ADVISORS, LLC 346,038$25,576,00017.96%
Johnson Midwest Financial, LLC 266,243$19,678,00016.08%
Salomon & Ludwin, LLC 1,331,191$98,388,00015.30%
EisnerAmper Wealth Management Corporate Benefits, LLC 362,807$26,815,00013.50%
ShoreHaven Wealth Partners, LLC 335,846$24,822,00012.93%
Praetorian Wealth Management, Inc. 495,530$36,625,00012.41%
Powell Investment Advisors, LLC 261,502$19,328,00011.94%
MMA ASSET MANAGEMENT LLC 199,004$14,708,00011.23%
Carl P. Sherr & Co., LLC 148,295$10,961,0008.75%
View complete list of ISHARES TR shareholders