Winthrop Advisory Group LLC - 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
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 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