BARRETT & COMPANY, INC. - 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
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 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