MISSION WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,554,775
-2.9%
10,106
+1.7%
0.06%
-3.3%
Q2 2023$1,601,494
+15.0%
9,935
+8.3%
0.06%
+3.4%
Q1 2023$1,392,674
-0.1%
9,177
-4.5%
0.06%
-13.4%
Q4 2022$1,393,438
-5.3%
9,605
-16.1%
0.07%
-14.1%
Q3 2022$1,472,000
-7.2%
11,450
-0.8%
0.08%
-6.0%
Q2 2022$1,586,000
+72.2%
11,537
+95.0%
0.08%
+93.0%
Q1 2022$921,000
+11.6%
5,916
+12.4%
0.04%
+16.2%
Q4 2021$825,000
+11.2%
5,265
+3.1%
0.04%
-2.6%
Q3 2021$742,000
-0.9%
5,106
+0.6%
0.04%
-5.0%
Q2 2021$749,000
+4.3%
5,076
-0.2%
0.04%
-4.8%
Q1 2021$718,000
+0.6%
5,087
-8.7%
0.04%
-6.7%
Q4 2020$714,000
+20.0%
5,574
+5.4%
0.04%0.0%
Q3 2020$595,000
+3.1%
5,287
-0.8%
0.04%
-10.0%
Q2 2020$577,000
+24.4%
5,330
+10.6%
0.05%
-2.0%
Q1 2020$464,000
-15.0%
4,818
+14.7%
0.05%
-1.9%
Q4 2019$546,000
+9.2%
4,1990.0%0.05%
-1.9%
Q3 2019$500,000
-1.0%
4,199
-3.2%
0.05%
-7.0%
Q2 2019$505,000
+3.3%
4,3360.0%0.06%0.0%
Q1 2019$489,000
+7.5%
4,336
-3.7%
0.06%
-3.4%
Q4 2018$455,000
-15.1%
4,501
-2.8%
0.06%
-16.9%
Q3 2018$536,000
+2.1%
4,631
-2.8%
0.07%
-7.8%
Q2 2018$525,000
+0.8%
4,765
+0.0%
0.08%
-8.3%
Q1 2018$521,000
-6.0%
4,763
-1.8%
0.08%
-11.6%
Q4 2017$554,000
+5.9%
4,8480.0%0.10%
-1.0%
Q3 2017$523,000
-3.5%
4,848
-6.1%
0.10%
-6.8%
Q2 2017$542,000
+0.9%
5,1610.0%0.10%
-1.0%
Q1 2017$537,000
+2.7%
5,1610.0%0.10%0.0%
Q4 2016$523,000
+27.6%
5,161
+19.5%
0.10%
+5.1%
Q3 2016$410,000
-9.3%
4,318
-11.2%
0.10%
-17.5%
Q2 2016$452,0004,8610.12%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders