TILIA FIDUCIARY PARTNERS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,028 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
TILIA FIDUCIARY PARTNERS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$8,060
-89.5%
50
-90.1%
0.01%
-90.4%
Q1 2023$76,791
+265.1%
506
+249.0%
0.07%
+265.0%
Q4 2022$21,035
+10.7%
1450.0%0.02%
+5.3%
Q3 2022$19,000
-5.0%
1450.0%0.02%0.0%
Q2 2022$20,000
-13.0%
1450.0%0.02%
-5.0%
Q1 2022$23,0000.0%1450.0%0.02%
+11.1%
Q4 2021$23,0001450.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders