MILESTONE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
MILESTONE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$249,000
-6.4%
1,9350.0%0.28%
-0.7%
Q2 2022$266,000
-25.1%
1,935
-14.6%
0.28%
-3.1%
Q1 2022$355,0000.0%2,2650.0%0.29%
+1.8%
Q4 2021$355,0002,2650.28%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 422,168$66,124,00021.89%
LPWM LLC 236,761$37,084,00019.67%
Halpern Financial, Inc. 212,453$33,276,51914.24%
LVZ, Inc. 604,819$94,733,00012.66%
Praetorian Wealth Management, Inc. 231,868$36,317,00011.79%
Powell Investment Advisors, LLC 127,195$19,923,00011.32%
MMA ASSET MANAGEMENT LLC 93,551$14,653,00010.36%
FINANCIAL LIFE ADVISORS 166,005$26,001,00010.24%
AMARILLO NATIONAL BANK 325,575$50,995,0009.98%
Strategic Wealth Partners Group, LLC 343,916$53,868,0009.34%
View complete list of ISHARES TR shareholders