Campion Asset Management - 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
Campion Asset Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$554,439
-3.4%
3,604
+1.3%
0.51%0.0%
Q2 2023$573,675
+5.3%
3,559
-0.8%
0.51%
-0.4%
Q1 2023$544,667
+96.6%
3,589
+87.9%
0.51%
+89.0%
Q4 2022$277,0841,9100.27%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 519,429$49,995,00027.23%
LPWM LLC 193,875$18,660,00020.33%
AMARILLO NATIONAL BANK 394,027$37,925,00015.64%
Florin Court Capital LLP 7,773$748,00013.96%
Halpern Financial, Inc. 135,000$12,993,75312.23%
Salomon & Ludwin, LLC 445,955$42,923,00011.04%
Strategic Wealth Partners Group, LLC 370,968$35,706,00010.39%
MIRSKY FINANCIAL MANAGEMENT CORP. 143,724$13,833,0009.76%
Powell Investment Advisors, LLC 77,949$7,503,0009.09%
Blue Zone Wealth Advisors, LLC 100,614$9,684,0009.08%
View complete list of ISHARES TR shareholders