TWIN FOCUS CAPITAL PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 145 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,293,749
-5.6%
27,105
-0.0%
0.29%
+5.1%
Q2 2023$1,369,916
+3.3%
27,106
+2.2%
0.28%
+5.3%
Q1 2023$1,326,498
+10.4%
26,5190.0%0.26%
+4.8%
Q4 2022$1,201,061
+20.5%
26,519
+0.4%
0.25%
+4.6%
Q3 2022$997,000
-22.0%
26,402
-11.8%
0.24%
-16.4%
Q2 2022$1,279,000
-15.1%
29,948
-0.1%
0.29%
-2.0%
Q1 2022$1,506,000
-7.5%
29,969
+0.1%
0.29%
-10.1%
Q4 2021$1,628,000
+5.5%
29,934
+1.1%
0.33%
-9.4%
Q3 2021$1,543,000
-2.2%
29,6030.0%0.36%
-1.4%
Q2 2021$1,578,000
+7.8%
29,603
+1.6%
0.36%
-12.9%
Q1 2021$1,464,000
+4.8%
29,1420.0%0.42%
-2.1%
Q4 2020$1,397,000
+15.4%
29,142
+0.7%
0.43%
-2.9%
Q3 2020$1,211,000
+3.6%
28,9330.0%0.44%
-6.0%
Q2 2020$1,169,000
+15.7%
28,933
+1.2%
0.47%
+0.4%
Q1 2020$1,010,000
-24.8%
28,5900.0%0.47%
+8.1%
Q4 2019$1,343,000
+9.3%
28,590
+0.7%
0.43%
-10.7%
Q3 2019$1,229,000
-1.8%
28,4040.0%0.48%
-8.2%
Q2 2019$1,252,000
+4.2%
28,404
+2.6%
0.53%
-6.4%
Q1 2019$1,201,000
+10.9%
27,6910.0%0.56%
+16.3%
Q4 2018$1,083,000
-12.6%
27,691
+0.7%
0.48%
-24.3%
Q3 2018$1,239,000
+0.8%
27,4860.0%0.64%
+1.8%
Q2 2018$1,229,000
-1.8%
27,486
+2.4%
0.63%
+1.0%
Q1 2018$1,252,000
-1.3%
26,8530.0%0.62%
-3.4%
Q4 2017$1,269,000
+1.4%
26,853
+0.6%
0.64%
-0.5%
Q3 2017$1,251,000
+5.8%
26,6800.0%0.65%0.0%
Q2 2017$1,182,000
+7.8%
26,680
+1.8%
0.65%
-1.8%
Q1 2017$1,096,000
+7.8%
26,1960.0%0.66%
-0.5%
Q4 2016$1,017,000
-0.7%
26,196
+0.8%
0.66%
-6.6%
Q3 2016$1,024,00026,0000.71%
Other shareholders
ISHARES TR shareholders Q1 2022
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