BKM Wealth Management, 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
BKM Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$12,009,946
+0.6%
65,985
+3.3%
5.78%
+12.5%
Q1 2024$11,933,842
+10.5%
63,882
+2.9%
5.13%
+11.5%
Q4 2023$10,795,15262,0804.60%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 522,670$56,559,00026.27%
LPWM LLC 190,340$20,597,00018.79%
AMARILLO NATIONAL BANK 246,960$26,724,00010.86%
Powell Investment Advisors, LLC 101,730$11,008,00010.64%
Halpern Financial, Inc. 147,480$15,958,81510.58%
Strategic Wealth Partners Group, LLC 384,435$41,600,00010.45%
Praetorian Wealth Management, Inc. 181,551$19,646,0009.61%
Blue Zone Wealth Advisors, LLC 148,249$16,042,0008.96%
FINANCIAL LIFE ADVISORS 133,925$14,492,0008.57%
MIRSKY FINANCIAL MANAGEMENT CORP. 121,721$13,171,0007.91%
View complete list of ISHARES TR shareholders