SHEETS SMITH WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,088,000
+4.4%
20,0000.0%0.14%
-4.3%
Q3 2021$1,042,000
-2.3%
20,0000.0%0.14%
-2.1%
Q2 2021$1,066,000
+6.1%
20,0000.0%0.14%
-2.7%
Q1 2021$1,005,000
+4.9%
20,0000.0%0.15%
+2.1%
Q4 2020$958,000
+14.5%
20,0000.0%0.14%
-0.7%
Q3 2020$837,000
+3.6%
20,0000.0%0.15%
-9.9%
Q2 2020$808,000
+14.3%
20,0000.0%0.16%
+9.5%
Q1 2020$707,000
-24.7%
20,0000.0%0.15%
-17.3%
Q4 2019$939,000
+8.6%
20,0000.0%0.18%
+0.6%
Q3 2019$865,000
-1.8%
20,0000.0%0.18%
-1.7%
Q2 2019$881,000
+1.5%
20,0000.0%0.18%
-3.7%
Q1 2019$868,000
+11.0%
20,0000.0%0.19%
-10.9%
Q4 2018$782,000
-13.2%
20,0000.0%0.21%
+13.4%
Q3 2018$901,000
+0.8%
20,0000.0%0.19%
-11.0%
Q2 2018$894,000
-4.2%
20,0000.0%0.21%
-6.7%
Q1 2018$933,000
-1.3%
20,0000.0%0.22%
+0.4%
Q4 2017$945,000
+0.9%
20,0000.0%0.22%
-5.5%
Q3 2017$937,000
+5.8%
20,0000.0%0.24%
+0.9%
Q2 2017$886,000
+5.9%
20,0000.0%0.23%
+5.4%
Q1 2017$837,000
+7.9%
20,0000.0%0.22%
+1.8%
Q4 2016$776,000
-1.5%
20,0000.0%0.22%
-1.8%
Q3 2016$788,000
+4.2%
20,0000.0%0.22%
+0.9%
Q2 2016$756,000
-3.3%
20,0000.0%0.22%
-8.3%
Q1 2016$782,000
-2.5%
20,0000.0%0.24%
-1.2%
Q4 2015$802,000
+0.8%
20,0000.0%0.24%
-9.7%
Q3 2015$796,000
-9.0%
20,0000.0%0.27%
+12.6%
Q2 2015$875,000
-1.1%
20,0000.0%0.24%
-2.0%
Q1 2015$885,000
+4.0%
20,0000.0%0.24%
+9.9%
Q4 2014$851,000
-5.7%
20,0000.0%0.22%
-9.4%
Q3 2014$902,000
-7.1%
20,0000.0%0.24%
-6.1%
Q2 2014$971,000
+0.5%
20,0000.0%0.26%
-3.3%
Q1 2014$966,000
+1.8%
20,0000.0%0.27%
+3.1%
Q4 2013$949,000
+7.6%
20,0000.0%0.26%
-8.7%
Q3 2013$882,000
+13.8%
20,0000.0%0.29%
+9.1%
Q2 2013$775,000
-2.4%
20,0000.0%0.26%
-2.2%
Q1 2013$794,00020,0000.27%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
METLIFE INC 14,270$743,4786.48%
B, B, H, & B INC. 38,638$2,014,0001.84%
Willis Johnson & Associates, Inc. 219,310$11,430,0001.59%
Providence First Trust Co 57,040$2,973,0001.40%
Stelac Advisory Services LLC 80,637$4,203,0001.13%
Palisades Hudson Asset Management, L.P. 41,580$2,167,0000.99%
WealthBridge Investment Counsel Inc. 38,995$2,032,0000.91%
Family Firm, Inc. 59,602$3,245,0000.85%
Intercontinental Wealth Advisors, LLC 60,426$3,149,0000.73%
swisspartners Advisors Ltd 17,980$937,0000.66%
View complete list of ISHARES TR shareholders