Baron Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.

Quarter-by-quarter ownership
Baron Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$2,348,865
+10.4%
31,276
+0.6%
1.29%
-5.3%
Q3 2023$2,128,053
-2.9%
31,1030.0%1.36%
-2.4%
Q2 2023$2,192,124
+10.5%
31,103
+0.2%
1.39%
-0.9%
Q1 2023$1,983,101
-37.5%
31,039
-42.8%
1.40%
-42.3%
Q4 2022$3,171,91854,2212.43%
Other shareholders
ISHARES TR shareholders Q1 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