SPINNAKER TRUST - ISHARES TR ownership

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ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.

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Quarter-by-quarter ownership
SPINNAKER TRUST ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$402,445
-4.6%
2,6160.0%0.03%
-3.2%
Q2 2023$421,673
+6.2%
2,6160.0%0.03%
+3.3%
Q1 2023$397,004
+101695.9%
2,616
-2.8%
0.03%0.0%
Q4 2022$390
-99.9%
2,6900.0%0.03%
+3.4%
Q3 2022$346,000
-6.5%
2,6900.0%0.03%0.0%
Q2 2022$370,000
-11.7%
2,6900.0%0.03%
+3.6%
Q1 2022$419,000
+2.2%
2,690
+2.8%
0.03%
+7.7%
Q4 2021$410,000
+7.9%
2,6160.0%0.03%0.0%
Q3 2021$380,000
-1.6%
2,6160.0%0.03%
-3.7%
Q2 2021$386,000
-1.5%
2,616
-5.8%
0.03%
-6.9%
Q1 2021$392,000
+24.4%
2,776
+12.6%
0.03%
+16.0%
Q4 2020$315,000
+13.7%
2,4660.0%0.02%0.0%
Q3 2020$277,000
+4.1%
2,4660.0%0.02%0.0%
Q2 2020$266,000
+12.2%
2,4660.0%0.02%
-3.8%
Q1 2020$237,000
-25.9%
2,4660.0%0.03%
-10.3%
Q4 2019$320,000
+9.2%
2,4660.0%0.03%0.0%
Q3 2019$293,000–2,466–0.03%–
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Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 416,733$63,243,40123.53%
LPWM LLC 249,212$37,820,40518.18%
Foundation Wealth Management, LLC 106,963$16,232,67816.71%
Halpern Financial, Inc. 272,735$41,390,26914.88%
MMA ASSET MANAGEMENT LLC 124,393$18,877,87213.50%
Praetorian Wealth Management, Inc. 253,861$38,525,94512.52%
Powell Investment Advisors, LLC 145,268$22,045,87012.27%
FINANCIAL LIFE ADVISORS 175,008$26,559,18911.42%
Frank, Rimerman Advisors LLC 269,955$40,968,37111.32%
INSTRUMENTAL WEALTH, LLC 54,666$8,253,51810.90%
View complete list of ISHARES TR shareholders