VALLEY WEALTH MANAGERS, INC. - ISHARES TR ownership

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ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.

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Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$157,840
-4.6%
1,0260.0%0.01%
-13.3%
Q2 2023$165,381
+6.2%
1,0260.0%0.02%
+7.1%
Q1 2023$155,706
+4.6%
1,0260.0%0.01%0.0%
Q4 2022$148,842
+12.8%
1,0260.0%0.01%
+7.7%
Q3 2022$132,000
-22.8%
1,026
-17.3%
0.01%
-18.8%
Q2 2022$171,000
-55.0%
1,241
-49.2%
0.02%
-50.0%
Q1 2022$380,000
-0.8%
2,4450.0%0.03%
+3.2%
Q4 2021$383,000
+9.1%
2,445
+1.3%
0.03%0.0%
Q3 2021$351,000
-2.5%
2,413
-0.9%
0.03%
+3.3%
Q2 2021$360,000
-1.6%
2,434
-6.0%
0.03%
-9.1%
Q1 2021$366,000
+51.2%
2,589
+36.8%
0.03%
+37.5%
Q4 2020$242,000
+8.5%
1,893
-4.7%
0.02%
-4.0%
Q3 2020$223,000
+4.7%
1,986
+0.8%
0.02%
+4.2%
Q2 2020$213,000
-10.1%
1,970
-19.9%
0.02%
-22.6%
Q1 2020$237,000
-25.2%
2,460
+0.9%
0.03%
-3.1%
Q4 2019$317,000
+8.9%
2,437
-0.2%
0.03%
+3.2%
Q3 2019$291,000
+1.7%
2,443
-0.6%
0.03%
+3.3%
Q2 2019$286,000
+3.2%
2,4580.0%0.03%0.0%
Q1 2019$277,000–2,458–0.03%–
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Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 405,131$62,325,35923.11%
Quantitative Strategies, Inc. 187,158$28,792,37219.37%
Foundation Wealth Management, LLC 121,130$18,634,50518.62%
LPWM LLC 254,891$38,975,31217.52%
Halpern Financial, Inc. 281,683$43,334,11814.96%
Praetorian Wealth Management, Inc. 283,325$43,586,71813.85%
Powell Investment Advisors, LLC 138,335$21,397,62212.86%
FINANCIAL LIFE ADVISORS 177,823$27,356,34411.77%
LVZ, Inc. 458,002$70,459,04411.36%
INSTRUMENTAL WEALTH, LLC 58,076$9,034,94510.55%
View complete list of ISHARES TR shareholders