Swaine & Leidel Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.

Quarter-by-quarter ownership
Swaine & Leidel Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$695,000
+12.6%
6,422
+0.1%
0.71%
+10.6%
Q1 2020$617,000
+62.4%
6,413
+96.8%
0.64%
+57.6%
Q2 2019$380,0003,2580.41%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 663,169$62,185,00015.53%
FIRST HAWAIIAN BANK 804,869$75,473,00012.34%
AFFINITY WEALTH MANAGEMENT LLC 159,564$14,962,00011.97%
LVZ, Inc. 171,905$16,120,00011.94%
Berkshire Money Management, Inc. 417,343$39,134,00011.71%
Valmark Advisers, Inc. 5,267,779$493,960,00011.50%
Efficient Advisors, LLC 431,367$40,449,0009.25%
TD Ameritrade Trust Co 374,344$35,469,0008.61%
PHILLIPS FINANCIAL MANAGEMENT, LLC 311,512$28,611,0008.20%
Betterment LLC 968,790$90,843,0007.94%
View complete list of ISHARES TR shareholders