Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 214 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$313,720
-1.6%
5,7290.0%0.01%
-13.3%
Q1 2024$318,933
+5.3%
5,7290.0%0.02%
-21.1%
Q4 2023$302,835
+10.7%
5,7290.0%0.02%0.0%
Q3 2023$273,445
-5.6%
5,7290.0%0.02%0.0%
Q2 2023$289,544
+1.0%
5,7290.0%0.02%
+18.8%
Q1 2023$286,565
+10.4%
5,7290.0%0.02%
-5.9%
Q4 2022$259,466
-12.6%
5,729
-27.3%
0.02%
-19.0%
Q3 2022$297,0007,8760.02%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Manifold Partners, LLC 104,600$4,714,00012.63%
BigSur Wealth Management LLC 131,999$5,949,0003.72%
METLIFE INC 15,936$718,2363.71%
CKW FINANCIAL GROUP 349,414$15,741,0002.97%
EFG Asset Management (Americas) Corp. 151,305$6,927,0001.98%
Round Table Services, LLC 101,730$4,585,0001.57%
Lee Financial Co 123,465$5,565,0001.37%
Stelac Advisory Services LLC 91,882$4,141,0001.21%
Van Hulzen Asset Management, LLC 98,007$4,417,0001.18%
Palisades Hudson Asset Management, L.P. 47,819$2,155,0001.11%
View complete list of ISHARES TR shareholders