Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$204,454
-88.2%
1,329
-90.0%
0.01%
-96.8%
Q4 2019$1,729,000
+343.3%
13,288
+284.8%
0.28%
+214.8%
Q4 2018$390,000
+22.3%
3,453
+25.4%
0.09%
+22.2%
Q3 2018$319,0002,7530.07%
Other shareholders
ISHARES TR shareholders Q4 2018
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