PARTHENON LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
PARTHENON LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$218,760
-4.6%
1,4220.0%0.03%0.0%
Q2 2023$229,212
+6.2%
1,4220.0%0.03%0.0%
Q1 2023$215,803
+4.6%
1,4220.0%0.03%
-2.9%
Q4 2022$206,290
-6.7%
1,4220.0%0.03%
+6.2%
Q1 2022$221,000
-0.9%
1,4220.0%0.03%
+3.2%
Q4 2021$223,000
+7.7%
1,4220.0%0.03%0.0%
Q3 2021$207,000
-1.4%
1,4220.0%0.03%0.0%
Q2 2021$210,000
+4.5%
1,4220.0%0.03%
-3.1%
Q1 2021$201,000
-11.8%
1,422
-27.7%
0.03%
-36.0%
Q3 2018$228,000
+5.1%
1,9670.0%0.05%0.0%
Q2 2018$217,000
+0.9%
1,9670.0%0.05%
-2.0%
Q1 2018$215,000
-4.4%
1,9670.0%0.05%0.0%
Q4 2017$225,000
+6.1%
1,9670.0%0.05%
+2.0%
Q3 2017$212,000
+2.9%
1,9670.0%0.05%
+2.0%
Q2 2017$206,000
-8.4%
1,967
-9.2%
0.05%
-7.5%
Q1 2017$225,000
+2.3%
2,1670.0%0.05%
-1.9%
Q4 2016$220,000
-25.7%
2,167
-31.4%
0.05%
-34.1%
Q4 2014$296,0003,1600.08%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders