Cassaday & Co Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.

Quarter-by-quarter ownership
Cassaday & Co Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$481,674
-4.6%
3,1310.0%0.02%0.0%
Q2 2023$504,686
-45.1%
3,131
-48.3%
0.02%
-48.7%
Q1 2023$919,059
-11.5%
6,056
-15.4%
0.04%
-18.8%
Q4 2022$1,038,5567,1590.05%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 519,429$49,995,00027.23%
LPWM LLC 193,875$18,660,00020.33%
AMARILLO NATIONAL BANK 394,027$37,925,00015.64%
Florin Court Capital LLP 7,773$748,00013.96%
Halpern Financial, Inc. 135,000$12,993,75312.23%
Salomon & Ludwin, LLC 445,955$42,923,00011.04%
Strategic Wealth Partners Group, LLC 370,968$35,706,00010.39%
MIRSKY FINANCIAL MANAGEMENT CORP. 143,724$13,833,0009.76%
Powell Investment Advisors, LLC 77,949$7,503,0009.09%
Blue Zone Wealth Advisors, LLC 100,614$9,684,0009.08%
View complete list of ISHARES TR shareholders