Acropolis Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Quarter-by-quarter ownership
Acropolis Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,651,196
-6.9%
56,235
-2.5%
0.67%
-8.1%
Q2 2023$9,294,250
+3.7%
57,660
-2.3%
0.73%
-1.0%
Q1 2023$8,958,821
+2.9%
59,033
-1.6%
0.74%
-5.6%
Q4 2022$8,703,562
+10.3%
59,996
-2.2%
0.78%
-3.1%
Q3 2022$7,888,000
-3.5%
61,372
+3.2%
0.80%
+0.1%
Q2 2022$8,174,000
-10.1%
59,464
+1.9%
0.80%
-2.8%
Q1 2022$9,089,000
-0.7%
58,370
-0.1%
0.83%
+0.6%
Q4 2021$9,153,000
+37.2%
58,439
-1.0%
0.82%
+3.4%
Q3 2021$6,673,000
-23.0%
59,000
+0.5%
0.80%
-5.6%
Q2 2021$8,669,000
+3.6%
58,717
-0.9%
0.84%
-1.5%
Q1 2021$8,365,000
+4.8%
59,229
-5.0%
0.86%
-2.6%
Q4 2020$7,984,000
+15.6%
62,365
+1.5%
0.88%
+2.6%
Q3 2020$6,907,000
+3.1%
61,421
-0.8%
0.86%
-3.3%
Q2 2020$6,701,000
+13.7%
61,925
+1.2%
0.88%
-3.9%
Q1 2020$5,891,000
-26.3%
61,206
-0.7%
0.92%
-16.8%
Q4 2019$7,998,000
+8.0%
61,649
-0.8%
1.11%
+3.7%
Q3 2019$7,403,000
+2.4%
62,139
+0.2%
1.07%
-3.3%
Q2 2019$7,230,000
+1.8%
62,021
-1.5%
1.10%
-1.3%
Q1 2019$7,100,000
+9.6%
62,978
-1.7%
1.12%
-0.8%
Q4 2018$6,481,000
-13.1%
64,082
-0.5%
1.13%
-5.8%
Q3 2018$7,462,000
+3.6%
64,418
-1.5%
1.20%
+1.4%
Q2 2018$7,203,000
+0.5%
65,407
-0.2%
1.18%
+1.4%
Q1 2018$7,168,000
-5.6%
65,557
-1.3%
1.17%
+0.3%
Q4 2017$7,591,000
+5.2%
66,446
-0.6%
1.16%
-1.4%
Q3 2017$7,215,000
+1.4%
66,860
-1.3%
1.18%
-2.0%
Q2 2017$7,112,000
+0.7%
67,760
-0.2%
1.20%
-2.6%
Q1 2017$7,064,000
+1.2%
67,895
-1.4%
1.24%
-4.3%
Q4 2016$6,983,000
+5.8%
68,882
-0.9%
1.29%
+5.8%
Q3 2016$6,599,000
-0.2%
69,492
-2.4%
1.22%
-2.3%
Q2 2016$6,615,000
+1.4%
71,205
-1.9%
1.25%
-0.4%
Q1 2016$6,526,000
-0.9%
72,563
-2.4%
1.26%
-4.2%
Q4 2015$6,584,000
+4.1%
74,373
-1.2%
1.31%
+0.5%
Q3 2015$6,323,000
-9.9%
75,244
-1.2%
1.30%
-5.0%
Q2 2015$7,019,000
-0.5%
76,122
-0.1%
1.37%
+4.3%
Q1 2015$7,052,000
-99.9%
76,184
+7.6%
1.32%
+2.3%
Q4 2014$6,637,907,000
+99958.9%
70,789
-3.9%
1.29%
-2.7%
Q3 2014$6,634,000
-4.1%
73,659
-3.9%
1.32%
-5.2%
Q2 2014$6,916,000
-99.9%
76,611
-8.3%
1.40%
-6.0%
Q1 2014$7,262,358,000
+99316.3%
83,571
-2.2%
1.48%
-6.0%
Q4 2013$7,305,000
-99.9%
85,480
-12.5%
1.58%
-1.2%
Q3 2013$7,651,864,000
-5.1%
97,700
-8.2%
1.60%
-8.4%
Q2 2013$8,060,034,000106,3751.75%
Other shareholders
ISHARES TR shareholders Q1 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