CHAPIN DAVIS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.

Quarter-by-quarter ownership
CHAPIN DAVIS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,237,489
-4.5%
8,044
+0.0%
0.59%
-3.9%
Q2 2023$1,296,291
+7.3%
8,042
+1.0%
0.62%
-1.6%
Q1 2023$1,208,162
+17.6%
7,961
+12.5%
0.62%
+4.9%
Q4 2022$1,026,9527,0790.60%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 422,168$66,124,00021.89%
LPWM LLC 236,761$37,084,00019.67%
Halpern Financial, Inc. 212,453$33,276,51914.24%
LVZ, Inc. 604,819$94,733,00012.66%
Praetorian Wealth Management, Inc. 231,868$36,317,00011.79%
Powell Investment Advisors, LLC 127,195$19,923,00011.32%
MMA ASSET MANAGEMENT LLC 93,551$14,653,00010.36%
FINANCIAL LIFE ADVISORS 166,005$26,001,00010.24%
AMARILLO NATIONAL BANK 325,575$50,995,0009.98%
Strategic Wealth Partners Group, LLC 343,916$53,868,0009.34%
View complete list of ISHARES TR shareholders