Palisades Hudson Asset Management, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Palisades Hudson Asset Management, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,985
-7.2%
41,597
-1.7%
1.09%
-2.2%
Q2 2023$2,138
+2.8%
42,307
+1.8%
1.11%
-0.1%
Q1 2023$2,079
+8.4%
41,566
-1.9%
1.11%
+5.3%
Q4 2022$1,918
-99.9%
42,360
+1.3%
1.06%
+10.6%
Q3 2022$1,579,000
-15.1%
41,805
-4.0%
0.96%
-8.4%
Q2 2022$1,860,000
-11.8%
43,539
+3.7%
1.04%
+6.0%
Q1 2022$2,109,000
-7.5%
41,976
+0.1%
0.98%
+1.1%
Q4 2021$2,281,000
+5.3%
41,943
+0.9%
0.97%
-1.7%
Q3 2021$2,167,000
-2.9%
41,580
-0.7%
0.99%
-0.5%
Q2 2021$2,231,000
+6.9%
41,853
+0.8%
1.00%
+0.3%
Q1 2021$2,087,000
+1.7%
41,533
-3.1%
0.99%
-6.6%
Q4 2020$2,053,000
+15.1%
42,840
+0.5%
1.06%
-7.7%
Q3 2020$1,784,000
+2.5%
42,624
-1.0%
1.15%
-3.0%
Q2 2020$1,740,000
+22.6%
43,075
+7.3%
1.19%
-1.3%
Q1 2020$1,419,000
-32.4%
40,157
-10.2%
1.20%
-10.4%
Q4 2019$2,100,000
+11.9%
44,722
+3.1%
1.34%
+2.8%
Q3 2019$1,876,000
-3.6%
43,365
-1.8%
1.31%
-3.0%
Q2 2019$1,946,000
+3.0%
44,167
+1.4%
1.35%
+10.4%
Q1 2019$1,890,000
+11.1%
43,560
+0.2%
1.22%
+22.7%
Q4 2018$1,701,000
-21.1%
43,487
-9.1%
1.00%
-10.5%
Q3 2018$2,155,000
+0.7%
47,819
-0.2%
1.11%
-3.6%
Q2 2018$2,141,000
-2.9%
47,896
+1.3%
1.15%
-4.0%
Q1 2018$2,204,000
-1.3%
47,2730.0%1.20%
-2.3%
Q4 2017$2,234,000
+0.6%
47,273
-0.2%
1.23%
-2.6%
Q3 2017$2,220,000
-1.6%
47,370
-6.9%
1.26%
-4.4%
Q2 2017$2,256,000
+5.0%
50,891
-0.9%
1.32%
-3.2%
Q1 2017$2,149,000
+7.1%
51,351
-0.7%
1.36%
+11.0%
Q4 2016$2,006,000
-10.2%
51,699
-8.8%
1.23%
-28.0%
Q3 2016$2,233,000
+1.5%
56,716
-2.5%
1.71%
-4.7%
Q2 2016$2,199,000
-29.8%
58,177
-27.4%
1.79%
-27.3%
Q1 2016$3,134,000
+38.2%
80,144
+41.8%
2.46%
+28.9%
Q4 2015$2,268,000
+8.9%
56,537
+8.1%
1.91%
+3.1%
Q3 2015$2,082,000
-3.1%
52,320
+6.5%
1.86%
+0.2%
Q2 2015$2,148,000
-3.1%
49,107
-1.9%
1.85%
+7.7%
Q1 2015$2,216,000
+4.1%
50,0630.0%1.72%
+2.9%
Q4 2014$2,129,000
-4.9%
50,063
+0.8%
1.67%
-8.7%
Q3 2014$2,238,000
-4.5%
49,655
+2.9%
1.83%
-5.5%
Q2 2014$2,344,000
-4.2%
48,268
-4.7%
1.94%
-7.8%
Q1 2014$2,446,000
-7.3%
50,666
-8.9%
2.10%
-4.6%
Q4 2013$2,638,000
+6.5%
55,596
-0.9%
2.20%
-1.1%
Q3 2013$2,476,000
+16.0%
56,129
+1.9%
2.23%
+9.4%
Q2 2013$2,134,00055,0702.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 14,270$743,4786.48%
B, B, H, & B INC. 38,638$2,014,0001.84%
Willis Johnson & Associates, Inc. 219,310$11,430,0001.59%
Providence First Trust Co 57,040$2,973,0001.40%
Stelac Advisory Services LLC 80,637$4,203,0001.13%
Palisades Hudson Asset Management, L.P. 41,580$2,167,0000.99%
WealthBridge Investment Counsel Inc. 38,995$2,032,0000.91%
Family Firm, Inc. 59,602$3,245,0000.85%
Intercontinental Wealth Advisors, LLC 60,426$3,149,0000.73%
swisspartners Advisors Ltd 17,980$937,0000.66%
View complete list of ISHARES TR shareholders