Worth Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Quarter-by-quarter ownership
Worth Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$86,897
+12.9%
5990.0%0.06%
+8.9%
Q3 2022$77,000
-6.1%
5990.0%0.06%0.0%
Q2 2022$82,000
-4.7%
5990.0%0.06%0.0%
Q1 2022$86,0005990.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 467,574$59,859,00023.71%
LPWM LLC 208,165$26,649,00019.89%
Willis Johnson & Associates, Inc. 622,357$79,674,00013.30%
MMA ASSET MANAGEMENT LLC 91,276$11,685,00011.36%
Powell Investment Advisors, LLC 115,050$14,729,00011.20%
Halpern Financial, Inc. 160,532$20,551,31110.69%
Praetorian Wealth Management, Inc. 211,425$27,066,00010.34%
FINANCIAL LIFE ADVISORS 145,813$18,666,0009.66%
Strategic Wealth Partners Group, LLC 350,915$44,924,0009.53%
AMARILLO NATIONAL BANK 266,126$34,069,0009.32%
View complete list of ISHARES TR shareholders