Asset Allocation Strategies LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
Asset Allocation Strategies LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,504,543
+2.7%
124,299
+5.8%
3.92%
+0.4%
Q2 2023$8,280,648
+497.0%
117,489
+441.2%
3.91%
-2.1%
Q1 2023$1,386,983
-81.8%
21,709
-83.3%
3.99%
-22.9%
Q4 2022$7,627,511130,3675.18%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders