Leo Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,313 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.

Quarter-by-quarter ownership
Leo Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,027,147
-2.5%
22,223
+0.0%
0.41%
-2.8%
Q1 2024$4,129,945
+2.6%
22,221
+0.1%
0.42%
+1.4%
Q4 2023$4,024,59422,2040.42%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 421,198$61,103,19223.23%
LPWM LLC 242,937$36,547,49019.66%
Foundation Wealth Management, LLC 106,939$15,513,62115.75%
Halpern Financial, Inc. 274,700$39,850,73414.61%
HOHIMER WEALTH MANAGEMENT, LLC 314,579$45,635,97614.56%
LVZ, Inc. 575,155$83,437,68913.02%
MMA ASSET MANAGEMENT LLC 107,216$15,553,87812.68%
Frank, Rimerman Advisors LLC 269,955$39,162,37212.20%
Powell Investment Advisors, LLC 143,642$20,838,13112.10%
Strategic Wealth Partners Group, LLC 374,163$54,27911.52%
View complete list of ISHARES TR shareholders