Intellectus Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$217,000
-68.8%
1,387
-71.0%
0.06%
-67.3%
Q3 2021$696,000
-6.8%
4,787
-5.4%
0.17%0.0%
Q2 2021$747,000
-2.5%
5,062
-6.7%
0.17%
-20.0%
Q1 2021$766,000
+10.2%
5,4250.0%0.21%
+1.0%
Q4 2020$695,0005,4250.21%
Other shareholders
ISHARES TR shareholders Q3 2021
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