Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

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 Q3 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 416,733$63,243,40123.53%
LPWM LLC 249,212$37,820,40518.18%
Foundation Wealth Management, LLC 106,963$16,232,67816.71%
Halpern Financial, Inc. 272,735$41,390,26914.88%
MMA ASSET MANAGEMENT LLC 124,393$18,877,87213.50%
Praetorian Wealth Management, Inc. 253,861$38,525,94512.52%
Powell Investment Advisors, LLC 145,268$22,045,87012.27%
FINANCIAL LIFE ADVISORS 175,008$26,559,18911.42%
Frank, Rimerman Advisors LLC 269,955$40,968,37111.32%
INSTRUMENTAL WEALTH, LLC 54,666$8,253,51810.90%
View complete list of ISHARES TR shareholders