BARRETT & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,230,943
-1.4%
105,684
+1.6%
4.26%
+0.2%
Q2 2023$7,330,263
+6.1%
104,005
-3.9%
4.25%
-2.9%
Q1 2023$6,911,538
+10.3%
108,179
+1.0%
4.38%
+5.7%
Q4 2022$6,268,7380.0%107,1580.0%4.14%0.0%
Q3 2022$6,268,738107,1584.14%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 723,960$46,507,19940.81%
Foundation Wealth Management, LLC 357,421$22,834,99023.51%
Johnson Midwest Financial, LLC 243,586$15,562,71022.35%
TRIAD FINANCIAL ADVISORS, INC. 550,219$35,153,46615.30%
INSTRUMENTAL WEALTH, LLC 161,953$10,326,14913.63%
Praetorian Wealth Management, Inc. 605,723$38,699,64212.58%
Sterling Investment Counsel, LLC 328,753$21,004,05312.48%
EisnerAmper Wealth Management Corporate Benefits, LLC 386,444$24,69011.94%
Camarda Financial Advisors, LLC 240,167$15,344,27011.50%
FINANCIAL LIFE ADVISORS 381,879$24,398,25210.49%
View complete list of ISHARES TR shareholders