Windward Private Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$932,270
-4.6%
6,0600.0%0.42%
-2.5%
Q2 2023$976,811
+1.2%
6,060
-4.8%
0.43%
+5.1%
Q1 2023$965,649
+4.4%
6,363
-0.2%
0.41%
+0.5%
Q4 2022$925,111
-5.8%
6,377
-16.5%
0.41%
-13.3%
Q3 2022$982,000
-6.5%
7,6410.0%0.47%
-1.9%
Q2 2022$1,050,000
-11.8%
7,6410.0%0.48%
-1.8%
Q1 2022$1,190,000
-2.4%
7,641
-1.8%
0.49%
+4.5%
Q4 2021$1,219,000
+7.7%
7,7850.0%0.47%
+2.2%
Q3 2021$1,132,000
-1.5%
7,7850.0%0.46%
-2.3%
Q2 2021$1,149,000
+1.8%
7,785
-2.6%
0.47%
-6.0%
Q1 2021$1,129,000
+10.4%
7,9930.0%0.50%
+4.8%
Q4 2020$1,023,0007,9930.48%
Other shareholders
ISHARES TR shareholders Q3 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