Cassady Schiller Wealth Management, LLC - 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
Cassady Schiller Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$333,341
-4.6%
2,1670.0%0.18%
-2.6%
Q2 2023$349,267
+6.2%
2,1670.0%0.19%
+22.6%
Q1 2023$328,834
+4.6%
2,1670.0%0.16%
-19.7%
Q4 2022$314,338
+319.1%
2,167
+352.4%
0.19%
+328.9%
Q4 2021$75,0004790.04%
Other shareholders
ISHARES TR shareholders Q3 2023
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