Tactive Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,251 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
Tactive Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$4,049,489
-16.6%
47,957
-25.8%
2.15%
-31.1%
Q4 2023$4,854,243
+60.6%
64,637
+46.3%
3.12%
+19.7%
Q3 2023$3,022,111
-52.7%
44,170
-51.3%
2.61%
-46.5%
Q2 2023$6,387,860
-15.5%
90,634
-23.4%
4.88%
-13.2%
Q1 2023$7,559,782118,3255.62%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,426$41,124,00039.50%
Sterling Investment Counsel, LLC 333,025$20,098,00015.34%
Hedeker Wealth, LLC 692,165$44,164,00015.24%
TRIAD FINANCIAL ADVISORS, INC. 414,562$25,019,00013.86%
EisnerAmper Wealth Management Corporate Benefits, LLC 377,748$22,797,00012.11%
Praetorian Wealth Management, Inc. 533,479$32,195,00011.82%
Powell Investment Advisors, LLC 315,616$19,047,00011.55%
Salomon & Ludwin, LLC 1,225,889$73,982,00011.44%
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 131,729$7,950,00010.69%
ShoreHaven Wealth Partners, LLC 216,518$13,066,0009.38%
View complete list of ISHARES TR shareholders