Great Point Wealth Advisors, LLC - ISHARES TR ownership

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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%.

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Quarter-by-quarter ownership
Great Point Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,821,004
-4.6%
11,8370.0%0.55%
-4.7%
Q2 2023$1,908,006
+6.2%
11,8370.0%0.57%
+0.7%
Q1 2023$1,796,383
+4.6%
11,8370.0%0.57%
-1.2%
Q4 2022$1,717,194
+12.9%
11,8370.0%0.58%
+1.6%
Q3 2022$1,521,000
-6.5%
11,8370.0%0.57%
-1.6%
Q2 2022$1,627,000
-11.7%
11,8370.0%0.58%
+0.3%
Q1 2022$1,843,000
-0.6%
11,8370.0%0.57%
+1.1%
Q4 2021$1,854,000
+7.7%
11,8370.0%0.57%
-3.9%
Q3 2021$1,721,000
-1.5%
11,8370.0%0.59%
-3.1%
Q2 2021$1,748,000
+4.5%
11,8370.0%0.61%
-4.7%
Q1 2021$1,672,000
+10.4%
11,8370.0%0.64%
-1.5%
Q4 2020$1,515,000
+18.4%
11,8370.0%0.65%
-1.5%
Q3 2020$1,280,0000.0%11,8370.0%0.66%0.0%
Q2 2020$1,280,000
+12.4%
11,8370.0%0.66%
-30.7%
Q1 2020$1,139,000
-30.2%
11,837
-5.6%
0.95%
-5.6%
Q4 2019$1,631,000
+9.2%
12,5420.0%1.01%
-0.9%
Q3 2019$1,494,000
+2.2%
12,5420.0%1.02%
-13.8%
Q2 2019$1,462,000
+3.5%
12,5420.0%1.18%
-1.6%
Q1 2019$1,413,000
+11.4%
12,5420.0%1.20%0.0%
Q4 2018$1,268,000–12,542–1.20%–
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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