Bard Financial Services, Inc. - 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
Bard Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$220,830
+6.2%
1,3700.0%0.02%0.0%
Q1 2023$207,911
-2.4%
1,3700.0%0.02%0.0%
Q1 2022$213,000
-0.9%
1,3700.0%0.02%0.0%
Q4 2021$215,0000.0%1,370
-5.8%
0.02%
-10.5%
Q2 2021$215,000
+4.4%
1,4550.0%0.02%
-5.0%
Q1 2021$206,0001,4550.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 663,169$62,185,00015.53%
FIRST HAWAIIAN BANK 804,869$75,473,00012.34%
AFFINITY WEALTH MANAGEMENT LLC 159,564$14,962,00011.97%
LVZ, Inc. 171,905$16,120,00011.94%
Berkshire Money Management, Inc. 417,343$39,134,00011.71%
Valmark Advisers, Inc. 5,267,779$493,960,00011.50%
Efficient Advisors, LLC 431,367$40,449,0009.25%
TD Ameritrade Trust Co 374,344$35,469,0008.61%
PHILLIPS FINANCIAL MANAGEMENT, LLC 311,512$28,611,0008.20%
Betterment LLC 968,790$90,843,0007.94%
View complete list of ISHARES TR shareholders