Coho Partners, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
Coho Partners, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$282,082
+1819.6%
1,750
-98.3%
0.01%
-98.0%
Q4 2022$14,695
-99.8%
101,299
+65.0%
0.25%
+64.9%
Q4 2021$9,618,000
+412.4%
61,409
+214.9%
0.15%
+214.6%
Q1 2020$1,877,00019,5000.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Scottrade Investment Management 1,975,903$187,632,00025.96%
HOME FEDERAL BANK OF TENNESSEE 461,553$43,829,00025.70%
Miracle Mile Advisors, LLC 521,000$49,474,00012.35%
Valmark Advisers, Inc. 4,755,045$451,539,00011.28%
Regal Wealth Group, Inc. 120,233$11,417,00010.36%
FIRST HAWAIIAN BANK 576,446$54,739,0009.33%
PHILLIPS FINANCIAL MANAGEMENT, LLC 343,316$32,134,0008.54%
LVZ, Inc. 212,461$20,175,0008.28%
ETF Portfolio Partners, Inc. 98,696$9,372,0007.47%
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 121,012$11,491,0007.37%
View complete list of ISHARES TR shareholders