SCS Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SCS Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,487,886
-4.0%
29,0140.0%0.12%
+4.3%
Q2 2023$4,676,767
+6.2%
29,0140.0%0.12%
-11.5%
Q1 2023$4,403,165
+99361.6%
29,014
-4.9%
0.13%0.0%
Q4 2022$4,427
-99.9%
30,5190.0%0.13%
+12.1%
Q3 2022$3,922,000
-2.3%
30,519
+4.5%
0.12%
+4.5%
Q2 2022$4,013,000
-11.7%
29,1930.0%0.11%
+6.7%
Q1 2022$4,546,000
+348.3%
29,193
+351.0%
0.10%
+372.7%
Q4 2021$1,014,000
+7.8%
6,4730.0%0.02%
+10.0%
Q3 2021$941,000
-1.6%
6,4730.0%0.02%
+11.1%
Q2 2021$956,0006,4730.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders