TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,989,305
-0.6%
39,361
-1.6%
0.42%
+12.1%
Q1 2023$2,000,800
-6.1%
40,000
-15.0%
0.38%
-12.5%
Q4 2022$2,130,622
-1.3%
47,044
-17.7%
0.43%
-5.5%
Q3 2022$2,158,000
+162.9%
57,155
+197.3%
0.46%
+161.7%
Q2 2022$821,00019,2240.18%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 14,555$743,4786.75%
B, B, H, & B INC. 40,866$2,223,0001.85%
Stelac Advisory Services LLC 102,728$5,587,0001.51%
Willis Johnson & Associates, Inc. 213,909$11,635,0001.50%
Providence First Trust Co 56,743$3,086,0001.39%
Naviter Wealth, LLC 79,686$4,339,0001.30%
Palisades Hudson Asset Management, L.P. 41,943$2,281,0000.97%
OLD MISSION CAPITAL LLC 426,808$23,214,0000.96%
Family Firm, Inc. 60,259$3,278,0000.85%
Intercontinental Wealth Advisors, LLC 69,006$3,753,0000.79%
View complete list of ISHARES TR shareholders