Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$665,974
-4.6%
4,3290.0%0.03%
-7.1%
Q2 2023$697,792
+7.8%
4,329
+1.5%
0.03%0.0%
Q1 2023$647,257
+39.3%
4,265
+33.1%
0.03%
+27.3%
Q4 2022$464,804
+39.6%
3,204
+23.7%
0.02%
+29.4%
Q3 2022$333,000
-10.0%
2,591
-3.7%
0.02%
-10.5%
Q2 2022$370,000
+3.4%
2,690
+17.1%
0.02%
+5.6%
Q1 2022$358,000
-0.6%
2,2980.0%0.02%0.0%
Q4 2021$360,000
+12.5%
2,298
+4.5%
0.02%0.0%
Q3 2021$320,000
-51.9%
2,199
-63.9%
0.02%
-86.3%
Q1 2018$665,000
-5.7%
6,085
-1.5%
0.13%
-13.2%
Q4 2017$705,000
+5.9%
6,1750.0%0.15%
-1.9%
Q3 2017$666,000
+2.8%
6,1750.0%0.15%
-2.5%
Q2 2017$648,000
+0.9%
6,1750.0%0.16%
-1.2%
Q1 2017$642,000
-2.0%
6,175
-4.5%
0.16%
-0.6%
Q4 2016$655,0006,4650.16%
Other shareholders
ISHARES TR shareholders Q3 2022
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