ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,169,799
+482.0%
7,604
+294.0%
0.11%
+240.6%
Q1 2017$201,000
-14.5%
1,930
-24.0%
0.03%
-36.0%
Q1 2015$235,000
-64.6%
2,539
-65.4%
0.05%
-65.3%
Q2 2014$663,000
+143.8%
7,347
+111.2%
0.14%
+87.0%
Q3 2013$272,000
-27.1%
3,478
-29.5%
0.08%
-30.0%
Q2 2013$373,0004,9300.11%
Other shareholders
ISHARES TR shareholders Q2 2017
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