Stonehage Fleming Financial Services Holdings Ltd - ISHARES TR ownership

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%.

Quarter-by-quarter ownership
Stonehage Fleming Financial Services Holdings Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$265,374
-4.6%
1,7250.0%0.02%
+140.0%
Q2 2023$278,052
+47.2%
1,725
+38.6%
0.01%
-16.7%
Q1 2023$188,941
+68.1%
1,245
+60.6%
0.01%
+33.3%
Q4 2022$112,4297750.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 422,168$66,124,00021.89%
LPWM LLC 236,761$37,084,00019.67%
Halpern Financial, Inc. 212,453$33,276,51914.24%
LVZ, Inc. 604,819$94,733,00012.66%
Praetorian Wealth Management, Inc. 231,868$36,317,00011.79%
Powell Investment Advisors, LLC 127,195$19,923,00011.32%
MMA ASSET MANAGEMENT LLC 93,551$14,653,00010.36%
FINANCIAL LIFE ADVISORS 166,005$26,001,00010.24%
AMARILLO NATIONAL BANK 325,575$50,995,0009.98%
Strategic Wealth Partners Group, LLC 343,916$53,868,0009.34%
View complete list of ISHARES TR shareholders