First Ascent Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
First Ascent Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$262,000
-52.0%
2,328
-53.9%
0.14%
-63.5%
Q2 2020$546,000
-22.1%
5,046
-30.8%
0.39%
-19.1%
Q1 2020$701,000
-26.1%
7,287
+0.0%
0.48%
-17.4%
Q4 2019$948,0007,2850.58%
Other shareholders
ISHARES TR shareholders Q3 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