PATRIOT INVESTMENT MANAGEMENT GROUP, INC. - ISHARES TR ownership

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ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.

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Quarter-by-quarter ownership
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,424,405
-4.6%
9,2590.0%0.13%
+4.0%
Q2 2023$1,492,459
+6.2%
9,2590.0%0.13%
+1.6%
Q1 2023$1,405,146
-4.8%
9,259
-3.1%
0.12%
-3.1%
Q4 2022$1,476,483
+16.5%
9,559
-3.0%
0.13%
-2.3%
Q3 2022$1,267,000
-6.5%
9,8590.0%0.13%
-0.8%
Q2 2022$1,355,000
-11.7%
9,8590.0%0.13%
-0.8%
Q1 2022$1,535,000
+0.9%
9,859
+1.5%
0.13%
+3.1%
Q4 2021$1,521,000
+7.7%
9,7150.0%0.13%
+1.6%
Q3 2021$1,412,000
-1.7%
9,715
-0.2%
0.13%
-4.5%
Q2 2021$1,436,000
+4.5%
9,7330.0%0.13%
-2.2%
Q1 2021$1,374,000
+408.9%
9,733
+361.3%
0.14%
+231.7%
Q4 2020$270,000
-75.8%
2,110
-78.8%
0.04%
-69.2%
Q3 2020$1,118,000
-99.9%
9,943
-5.1%
0.13%
-7.0%
Q2 2020$1,133,283,000
+112328.9%
10,4730.0%0.14%
-6.5%
Q1 2020$1,008,000
-26.8%
10,473
-1.1%
0.15%
-14.0%
Q4 2019$1,377,000
+8.8%
10,591
-2.2%
0.18%
+1.7%
Q3 2019$1,266,000
-0.1%
10,826
-0.4%
0.18%
-1.1%
Q2 2019$1,267,000
-0.6%
10,871
-3.9%
0.18%
-5.9%
Q1 2019$1,275,000–11,311–0.19%–
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Other shareholders
ISHARES TR shareholders Q1 2023
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