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 467,574$59,859,00023.71%
LPWM LLC 208,165$26,649,00019.89%
Willis Johnson & Associates, Inc. 622,357$79,674,00013.30%
MMA ASSET MANAGEMENT LLC 91,276$11,685,00011.36%
Powell Investment Advisors, LLC 115,050$14,729,00011.20%
Halpern Financial, Inc. 160,532$20,551,31110.69%
Praetorian Wealth Management, Inc. 211,425$27,066,00010.34%
FINANCIAL LIFE ADVISORS 145,813$18,666,0009.66%
Strategic Wealth Partners Group, LLC 350,915$44,924,0009.53%
AMARILLO NATIONAL BANK 266,126$34,069,0009.32%
View complete list of ISHARES TR shareholders