HOHIMER 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
HOHIMER WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$711,818
-5.8%
4,627
-1.3%
0.20%
-2.9%
Q2 2023$755,659
+12.3%
4,688
+5.7%
0.21%
+7.2%
Q1 2023$673,056
-98.5%
4,435
-98.6%
0.20%
-98.7%
Q4 2022$45,635,976
+362.7%
314,579
+396.7%
14.56%
+648.2%
Q1 2022$9,862,00063,3321.95%
Other shareholders
ISHARES TR shareholders Q1 2022
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