Intersect Capital LLC - 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
Intersect Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$351,000
-11.8%
2,5530.0%0.11%
+39.5%
Q1 2022$398,000
+51.3%
2,553
+52.2%
0.08%
+55.1%
Q4 2021$263,000
-3.0%
1,677
-9.9%
0.05%
+6.5%
Q3 2021$271,000
-1.5%
1,8620.0%0.05%
-6.1%
Q2 2021$275,000
+4.6%
1,8620.0%0.05%
-7.5%
Q1 2021$263,0001,8620.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 405,131$62,325,35923.11%
Quantitative Strategies, Inc. 187,158$28,792,37219.37%
Foundation Wealth Management, LLC 121,130$18,634,50518.62%
LPWM LLC 254,891$38,975,31217.52%
Halpern Financial, Inc. 281,683$43,334,11814.96%
Praetorian Wealth Management, Inc. 283,325$43,586,71813.85%
Powell Investment Advisors, LLC 138,335$21,397,62212.86%
FINANCIAL LIFE ADVISORS 177,823$27,356,34411.77%
LVZ, Inc. 458,002$70,459,04411.36%
INSTRUMENTAL WEALTH, LLC 58,076$9,034,94510.55%
View complete list of ISHARES TR shareholders