SWP FINANCIAL LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,327 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.

Quarter-by-quarter ownership
SWP FINANCIAL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,319,717
-1.1%
12,745
+1.5%
1.53%
-6.6%
Q1 2024$2,344,839
+11.1%
12,552
+3.4%
1.64%
+0.2%
Q4 2023$2,110,85112,1391.64%
Other shareholders
ISHARES TR shareholders Q1 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