SBK Financial, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.

Quarter-by-quarter ownership
SBK Financial, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$744,934
+12.9%
5,1350.0%1.18%
+16.6%
Q3 2022$660,000
-8.1%
5,135
-1.6%
1.01%
+8.0%
Q2 2022$718,000
-10.2%
5,221
+1.7%
0.94%
+17.7%
Q1 2022$800,000
-0.5%
5,1350.0%0.80%
+24.1%
Q4 2021$804,0005,1350.64%
Other shareholders
ISHARES TR shareholders Q4 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