SOL Capital Management CO - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.

Quarter-by-quarter ownership
SOL Capital Management CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,532
-4.5%
16,460
+0.1%
0.39%
-2.5%
Q2 2023$2,651
-99.9%
16,445
-2.7%
0.40%
-4.5%
Q1 2023$2,565,958
+0.9%
16,908
-3.6%
0.42%
-6.4%
Q4 2022$2,543,512
+12.8%
17,533
-0.0%
0.45%
-4.1%
Q3 2022$2,254,000
-6.4%
17,537
+0.2%
0.47%
-3.7%
Q2 2022$2,407,000
-12.6%
17,507
-1.0%
0.49%
-2.2%
Q1 2022$2,754,000
-0.6%
17,6870.0%0.50%
-0.6%
Q4 2021$2,770,000
+1.3%
17,687
-5.9%
0.50%
-7.9%
Q3 2021$2,734,000
-10.4%
18,802
-9.0%
0.54%
-9.9%
Q2 2021$3,051,000
+2.5%
20,667
-1.9%
0.60%
-3.8%
Q1 2021$2,976,000
+10.7%
21,067
+0.3%
0.63%
+0.2%
Q4 2020$2,689,000
+14.0%
21,002
+0.1%
0.63%
-3.4%
Q3 2020$2,358,000
+6.5%
20,972
+2.5%
0.65%
+3.5%
Q2 2020$2,214,000
+8.3%
20,457
-3.7%
0.63%
-7.2%
Q1 2020$2,045,000
-26.1%
21,250
-0.2%
0.68%
-3.2%
Q4 2019$2,769,000
+16.4%
21,285
+6.6%
0.70%
+7.6%
Q3 2019$2,378,000
+10.9%
19,960
+8.5%
0.65%
+11.3%
Q2 2019$2,145,000
-5.1%
18,400
-8.2%
0.58%
-7.3%
Q1 2019$2,260,000
+91.7%
20,050
+72.0%
0.63%
+66.8%
Q4 2018$1,179,000
+162.0%
11,655
+200.0%
0.38%
+211.6%
Q3 2018$450,000
+16.0%
3,885
+10.2%
0.12%
+9.0%
Q2 2018$388,000
+6.0%
3,525
+5.4%
0.11%
+5.7%
Q1 2018$366,000
-5.4%
3,345
-1.2%
0.10%
-5.4%
Q4 2017$387,000
+4.9%
3,385
-1.0%
0.11%
+6.7%
Q3 2017$369,000
+19.4%
3,420
+16.1%
0.10%
+22.4%
Q2 2017$309,0002,9450.08%
Other shareholders
ISHARES TR shareholders Q4 2021
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