ELM ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 142 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 44.87 and the average weighting 0.1%.

Quarter-by-quarter ownership
ELM ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$218,000
+4.8%
4,0000.0%0.12%
-2.4%
Q3 2021$208,000
-2.3%
4,0000.0%0.12%
-0.8%
Q2 2021$213,000
+6.0%
4,0000.0%0.12%0.0%
Q1 2021$201,000
+4.7%
4,0000.0%0.12%
+6.8%
Q4 2020$192,000
+6.7%
4,0000.0%0.12%
-2.5%
Q3 2018$180,0004,0000.12%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders