Azimuth Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 757 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.

Quarter-by-quarter ownership
Azimuth Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,254,0000.0%8,054
+0.6%
0.05%
+5.9%
Q4 2021$1,254,000
+9.1%
8,009
+1.4%
0.05%
+4.1%
Q3 2021$1,149,000
-2.1%
7,902
-0.6%
0.05%
-3.9%
Q2 2021$1,174,000
+3.3%
7,953
-1.1%
0.05%
-5.6%
Q1 2021$1,136,000
+12.3%
8,042
+1.7%
0.05%
+8.0%
Q4 2020$1,012,000
+10.8%
7,907
-2.7%
0.05%
-7.4%
Q3 2020$913,000
+4.9%
8,123
+1.1%
0.05%
-1.8%
Q2 2020$870,000
-9.8%
8,038
-19.8%
0.06%
-24.7%
Q1 2020$965,000
-29.4%
10,023
-4.6%
0.07%
-12.0%
Q4 2019$1,367,000
+27.5%
10,508
+16.8%
0.08%
+18.6%
Q3 2019$1,072,000
+1.8%
8,998
-0.4%
0.07%0.0%
Q2 2019$1,053,000
+5.4%
9,033
+2.0%
0.07%
+4.5%
Q1 2019$999,000
+6.5%
8,857
-4.5%
0.07%
-6.9%
Q4 2018$938,000
-17.9%
9,277
-5.9%
0.07%
-6.5%
Q3 2018$1,142,000
+27.0%
9,862
+20.8%
0.08%
+18.5%
Q2 2018$899,000
+0.4%
8,162
-0.2%
0.06%
-1.5%
Q1 2018$895,000
-10.5%
8,182
-6.6%
0.07%
-8.3%
Q4 2017$1,000,000
+4.4%
8,757
-1.4%
0.07%0.0%
Q3 2017$958,000
-12.1%
8,877
-14.5%
0.07%
-16.3%
Q2 2017$1,090,000
-7.2%
10,387
-7.9%
0.09%
-9.5%
Q1 2017$1,174,000
+9.4%
11,282
+6.6%
0.10%
+3.3%
Q4 2016$1,073,000
+5.6%
10,587
-1.1%
0.09%
+4.5%
Q3 2016$1,016,000
+2.5%
10,702
+0.3%
0.09%
-1.1%
Q2 2016$991,000
+51.1%
10,672
+46.3%
0.09%
+41.3%
Q1 2016$656,000
-11.8%
7,297
-13.2%
0.06%
-13.7%
Q4 2015$744,000
+14.5%
8,402
+8.6%
0.07%
+7.4%
Q3 2015$650,000
-24.7%
7,735
-17.3%
0.07%
-19.0%
Q2 2015$863,000
-8.6%
9,355
-8.2%
0.08%
-8.7%
Q1 2015$944,000
-0.4%
10,195
+0.8%
0.09%
-6.1%
Q4 2014$948,000
+19.1%
10,115
+14.4%
0.10%
+12.6%
Q3 2014$796,000
+1.3%
8,840
+1.5%
0.09%
-1.1%
Q2 2014$786,000
+2.2%
8,710
-1.6%
0.09%
-5.4%
Q1 2014$769,0008,8550.09%
Other shareholders
ISHARES TR shareholders Q1 2020
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