9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,152,030
-3.8%
7,488
+0.8%
0.22%
-0.4%
Q2 2023$1,197,722
+3.7%
7,430
-2.3%
0.22%
-3.4%
Q1 2023$1,154,495
+3.7%
7,607
-0.8%
0.23%
-3.3%
Q4 2022$1,112,935
+2.9%
7,672
-8.9%
0.24%
-13.0%
Q3 2022$1,082,000
-9.5%
8,418
-3.2%
0.28%
-9.5%
Q2 2022$1,195,000
-13.1%
8,692
-1.6%
0.31%
-4.1%
Q1 2022$1,375,000
+1.9%
8,830
+2.5%
0.32%
+2.9%
Q4 2021$1,350,000
+27.7%
8,616
+18.5%
0.31%
+9.9%
Q3 2021$1,057,000
-1.5%
7,2680.0%0.28%
-2.4%
Q2 2021$1,073,000
+4.5%
7,2680.0%0.29%
-6.2%
Q1 2021$1,027,000
+10.4%
7,2680.0%0.31%
+1.7%
Q4 2020$930,000
-10.0%
7,268
-22.3%
0.30%
-22.3%
Q3 2020$1,033,000
+2.1%
9,354
+0.1%
0.39%
-4.9%
Q2 2020$1,012,000
+27.1%
9,348
+24.6%
0.41%
+17.1%
Q1 2020$796,000
-14.8%
7,500
+4.5%
0.35%
+2.3%
Q4 2019$934,0007,1800.34%
Other shareholders
ISHARES TR shareholders Q1 2022
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