Ballentine Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 179 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,153,634
-5.6%
24,1700.0%0.03%
-3.6%
Q2 2023$1,221,552
+1.0%
24,1700.0%0.03%
-6.7%
Q1 2023$1,208,983
+10.4%
24,1700.0%0.03%
-9.1%
Q4 2022$1,094,659
+19.9%
24,1700.0%0.03%
+3.1%
Q3 2022$913,000
-11.5%
24,1700.0%0.03%
-11.1%
Q2 2022$1,032,000
-15.0%
24,1700.0%0.04%
-5.3%
Q1 2022$1,214,000
-7.7%
24,1700.0%0.04%
-2.6%
Q4 2021$1,315,000
+4.4%
24,1700.0%0.04%
-9.3%
Q3 2021$1,260,000
-2.2%
24,1700.0%0.04%
-2.3%
Q2 2021$1,288,000
+6.1%
24,1700.0%0.04%
-2.2%
Q1 2021$1,214,000
+4.8%
24,1700.0%0.04%
-2.2%
Q4 2020$1,158,000
+14.4%
24,1700.0%0.05%
+2.2%
Q3 2020$1,012,000
+3.7%
24,1700.0%0.04%
-4.3%
Q2 2020$976,000
+14.3%
24,1700.0%0.05%
-6.0%
Q1 2020$854,000
-24.8%
24,1700.0%0.05%
-2.0%
Q4 2019$1,135,000
+8.5%
24,1700.0%0.05%
+4.1%
Q3 2019$1,046,000
-1.8%
24,1700.0%0.05%
-3.9%
Q2 2019$1,065,000
+1.5%
24,1700.0%0.05%
-7.3%
Q1 2019$1,049,000
+10.9%
24,1700.0%0.06%0.0%
Q4 2018$946,000
-13.1%
24,1700.0%0.06%
-3.5%
Q3 2018$1,089,000
+0.7%
24,1700.0%0.06%
-5.0%
Q2 2018$1,081,000
-4.1%
24,1700.0%0.06%
-4.8%
Q1 2018$1,127,000
-1.3%
24,1700.0%0.06%
+1.6%
Q4 2017$1,142,000
+0.8%
24,1700.0%0.06%
-1.6%
Q3 2017$1,133,000
+3.8%
24,1700.0%0.06%
-21.2%
Q2 2017$1,092,000
+7.9%
24,1700.0%0.08%
+11.1%
Q1 2017$1,012,000
+7.9%
24,1700.0%0.07%0.0%
Q4 2016$938,000
-1.5%
24,1700.0%0.07%
-6.5%
Q3 2016$952,000
+4.3%
24,1700.0%0.08%0.0%
Q2 2016$913,000
-3.4%
24,1700.0%0.08%
-7.2%
Q1 2016$945,000
-2.5%
24,1700.0%0.08%
-11.7%
Q4 2015$969,000
+0.7%
24,1700.0%0.09%
-6.9%
Q3 2015$962,000
-9.0%
24,1700.0%0.10%
-1.9%
Q2 2015$1,057,000
-1.2%
24,1700.0%0.10%
-1.9%
Q1 2015$1,070,000
+4.1%
24,1700.0%0.10%
-11.8%
Q4 2014$1,028,00024,1700.12%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders