Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$568,226
-6.3%
11,905
-0.8%
0.02%
-13.8%
Q2 2023$606,733
-5.8%
12,005
-6.8%
0.03%
-32.6%
Q1 2023$644,258
-1.6%
12,880
-10.9%
0.04%
-6.5%
Q4 2022$654,440
+11.3%
14,450
-7.2%
0.05%
-4.2%
Q3 2022$588,000
+132.4%
15,565
+189.4%
0.05%
+17.1%
Q4 2019$253,000
+2.8%
5,378
-5.5%
0.04%
-2.4%
Q3 2019$246,000
+16.0%
5,688
+18.3%
0.04%
+2.4%
Q2 2019$212,000
-7.4%
4,810
-9.2%
0.04%
-10.9%
Q1 2019$229,000
+10.6%
5,2950.0%0.05%
-2.1%
Q4 2018$207,0005,2950.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 14,555$743,4786.75%
B, B, H, & B INC. 40,866$2,223,0001.85%
Stelac Advisory Services LLC 102,728$5,587,0001.51%
Willis Johnson & Associates, Inc. 213,909$11,635,0001.50%
Providence First Trust Co 56,743$3,086,0001.39%
Naviter Wealth, LLC 79,686$4,339,0001.30%
Palisades Hudson Asset Management, L.P. 41,943$2,281,0000.97%
OLD MISSION CAPITAL LLC 426,808$23,214,0000.96%
Family Firm, Inc. 60,259$3,278,0000.85%
Intercontinental Wealth Advisors, LLC 69,006$3,753,0000.79%
View complete list of ISHARES TR shareholders