DAVIS SELECTED ADVISERS - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 728 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
DAVIS SELECTED ADVISERS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,310,179
-82.2%
23,681
-83.0%
0.02%
-81.8%
Q4 2023$24,265,480
+819.1%
139,545
+713.1%
0.14%
+705.9%
Q3 2023$2,640,202
+516.5%
17,162
+545.9%
0.02%
+466.7%
Q2 2023$428,282
-95.3%
2,657
-95.8%
0.00%
-95.2%
Q4 2022$9,120,261
+122.9%
62,868
+97.5%
0.06%
+113.8%
Q3 2022$4,091,000
-48.9%
31,833
-45.3%
0.03%
-43.1%
Q2 2022$8,001,000
+562.9%
58,209
+651.2%
0.05%
+750.0%
Q1 2022$1,207,000
-94.2%
7,749
-94.2%
0.01%
-93.8%
Q4 2021$20,796,000
+7462.2%
132,773
+6910.2%
0.10%
+9600.0%
Q3 2021$275,000
-92.5%
1,894
-93.4%
0.00%
-94.4%
Q4 2020$3,675,000
+300.8%
28,704
+251.9%
0.02%
+260.0%
Q3 2020$917,000
-47.6%
8,156
-55.1%
0.01%
-58.3%
Q1 2020$1,750,000
-76.8%
18,178
-68.6%
0.01%
-66.7%
Q4 2019$7,539,000
+1375.3%
57,956
+1251.6%
0.04%
+1100.0%
Q3 2019$511,000
-99.0%
4,288
-99.2%
0.00%
-99.0%
Q4 2018$52,031,000
+3809.2%
514,441
+4378.1%
0.29%
+4750.0%
Q3 2018$1,331,000
-92.2%
11,488
-92.3%
0.01%
-91.8%
Q4 2017$17,105,000
+6997.5%
149,732
+6593.4%
0.07%
+7200.0%
Q3 2017$241,000
-96.0%
2,237
-96.2%
0.00%
-96.2%
Q4 2016$6,016,000
+208.5%
59,339
+173.6%
0.03%
+188.9%
Q1 2016$1,950,000
-93.0%
21,686
-93.1%
0.01%
-92.3%
Q4 2015$28,012,000
+724.9%
316,410
+682.8%
0.12%
+735.7%
Q3 2015$3,396,000
-78.1%
40,419
-75.6%
0.01%
-72.0%
Q4 2014$15,509,000
+4902.9%
165,396
+4453.9%
0.05%
+4900.0%
Q4 2013$310,0003,6320.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders