Kapstone Financial Advisors LLC - 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
Kapstone Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,842,345
-5.0%
26,927
+0.5%
1.66%
+3.3%
Q2 2023$1,939,987
+14.7%
26,788
+2.6%
1.61%
+5.3%
Q1 2023$1,690,812
+4.8%
26,121
+2.4%
1.52%
+3.8%
Q4 2022$1,613,24825,5181.47%
Other shareholders
ISHARES TR shareholders Q4 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