TMD Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.

Quarter-by-quarter ownership
TMD Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,078,726
-7.0%
7,012
-2.5%
0.31%
+2.0%
Q2 2023$1,159,601
+5.8%
7,194
-0.4%
0.30%
-2.3%
Q1 2023$1,095,707
-28.7%
7,220
-31.9%
0.31%
-54.8%
Q4 2022$1,537,25110,5970.68%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Scottrade Investment Management 1,975,903$187,632,00025.96%
HOME FEDERAL BANK OF TENNESSEE 461,553$43,829,00025.70%
Miracle Mile Advisors, LLC 521,000$49,474,00012.35%
Valmark Advisers, Inc. 4,755,045$451,539,00011.28%
Regal Wealth Group, Inc. 120,233$11,417,00010.36%
FIRST HAWAIIAN BANK 576,446$54,739,0009.33%
PHILLIPS FINANCIAL MANAGEMENT, LLC 343,316$32,134,0008.54%
LVZ, Inc. 212,461$20,175,0008.28%
ETF Portfolio Partners, Inc. 98,696$9,372,0007.47%
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 121,012$11,491,0007.37%
View complete list of ISHARES TR shareholders