FinTrust Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,060 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Quarter-by-quarter ownership
FinTrust Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$259,911
-7.5%
1,428
-5.1%
0.05%
-13.0%
Q1 2024$280,963
+2592.8%
1,504
+2406.7%
0.05%
+2600.0%
Q4 2023$10,434
+13.0%
600.0%0.00%0.0%
Q3 2023$9,231
+6.0%
600.0%0.00%0.0%
Q2 2023$8,7050.0%600.0%0.00%0.0%
Q1 2023$8,705
+0.0%
600.0%0.00%0.0%
Q4 2022$8,704
+8.8%
600.0%0.00%0.0%
Q3 2022$8,0000.0%600.0%0.00%0.0%
Q2 2022$8,000
-11.1%
600.0%0.00%0.0%
Q1 2022$9,0000.0%600.0%0.00%0.0%
Q4 2021$9,0000.0%600.0%0.00%0.0%
Q3 2021$9,0000.0%600.0%0.00%0.0%
Q2 2021$9,000
+12.5%
600.0%0.00%0.0%
Q1 2021$8,0000.0%600.0%0.00%
-33.3%
Q4 2020$8,000
-60.0%
60
-66.1%
0.00%
-25.0%
Q3 2020$20,000
+233.3%
177
+195.0%
0.00%
+100.0%
Q2 2020$6,0000.0%600.0%0.00%
-33.3%
Q1 2020$6,000
-25.0%
600.0%0.00%0.0%
Q4 2019$8,000
+14.3%
600.0%0.00%
+50.0%
Q3 2019$7,0000.0%600.0%0.00%
-33.3%
Q2 2019$7,000
-46.2%
60
-46.9%
0.00%
-40.0%
Q1 2019$13,000
-94.3%
113
-95.0%
0.01%
-95.6%
Q4 2018$230,0002,2770.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders