Winthrop Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.

Quarter-by-quarter ownership
Winthrop Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$252,704
-9.6%
1,634
-5.7%
0.04%
-8.9%
Q2 2023$279,459
-10.0%
1,733
-15.3%
0.04%
-18.2%
Q1 2023$310,542
+4.3%
2,046
-0.3%
0.06%
-1.8%
Q4 2022$297,7782,0530.06%
Other shareholders
ISHARES TR shareholders Q4 2022
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