Moors & Cabot, Inc. - 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
Moors & Cabot, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$292,267
+13.4%
1,900
+18.8%
0.02%
+17.6%
Q2 2023$257,713
-3.7%
1,599
-9.3%
0.02%
-5.6%
Q1 2023$267,510
+15.8%
1,763
-30.4%
0.02%
-53.8%
Q2 2014$231,0002,5320.04%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 663,169$62,185,00015.53%
FIRST HAWAIIAN BANK 804,869$75,473,00012.34%
AFFINITY WEALTH MANAGEMENT LLC 159,564$14,962,00011.97%
LVZ, Inc. 171,905$16,120,00011.94%
Berkshire Money Management, Inc. 417,343$39,134,00011.71%
Valmark Advisers, Inc. 5,267,779$493,960,00011.50%
Efficient Advisors, LLC 431,367$40,449,0009.25%
TD Ameritrade Trust Co 374,344$35,469,0008.61%
PHILLIPS FINANCIAL MANAGEMENT, LLC 311,512$28,611,0008.20%
Betterment LLC 968,790$90,843,0007.94%
View complete list of ISHARES TR shareholders