GDS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 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
GDS Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$310,449
-6.6%
2,018
-2.2%
0.05%
-9.3%
Q2 2023$332,535
+1.2%
2,063
-4.7%
0.05%
-6.9%
Q1 2023$328,560
+7.3%
2,165
+2.6%
0.06%0.0%
Q4 2022$306,243
+10.6%
2,111
-2.0%
0.06%
-6.5%
Q3 2022$277,000
-3.8%
2,153
+2.8%
0.06%
-4.6%
Q2 2022$288,000
-42.3%
2,094
-34.7%
0.06%
-40.9%
Q1 2022$499,000
+68.6%
3,208
+69.6%
0.11%
+66.7%
Q4 2021$296,0001,8910.07%
Other shareholders
ISHARES TR shareholders Q4 2021
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