FIDUCIENT ADVISORS 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
FIDUCIENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$204,929
-49.9%
1,324
-67.2%
0.01%
-94.9%
Q4 2018$409,000
-11.5%
4,042
+1.4%
0.24%
+2.2%
Q3 2018$462,000
+2.9%
3,988
-2.1%
0.23%
+76.9%
Q2 2018$449,000
+0.7%
4,0750.0%0.13%
-0.8%
Q1 2018$446,0004,0750.13%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 422,168$66,124,00021.89%
LPWM LLC 236,761$37,084,00019.67%
Halpern Financial, Inc. 212,453$33,276,51914.24%
LVZ, Inc. 604,819$94,733,00012.66%
Praetorian Wealth Management, Inc. 231,868$36,317,00011.79%
Powell Investment Advisors, LLC 127,195$19,923,00011.32%
MMA ASSET MANAGEMENT LLC 93,551$14,653,00010.36%
FINANCIAL LIFE ADVISORS 166,005$26,001,00010.24%
AMARILLO NATIONAL BANK 325,575$50,995,0009.98%
Strategic Wealth Partners Group, LLC 343,916$53,868,0009.34%
View complete list of ISHARES TR shareholders