KINGS POINT CAPITAL MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$374,000
-44.7%
3,882
-25.3%
0.07%
-34.0%
Q4 2019$676,000
+9.2%
5,1980.0%0.10%
-4.8%
Q3 2019$619,000
+2.1%
5,1980.0%0.10%
-5.4%
Q2 2019$606,000
+3.4%
5,1980.0%0.11%
-4.3%
Q1 2019$586,000
+11.2%
5,198
-0.3%
0.12%
-1.7%
Q4 2018$527,000
-17.8%
5,214
-5.8%
0.12%
-0.8%
Q3 2018$641,000
+5.1%
5,5350.0%0.12%
-0.8%
Q2 2018$610,000
-28.4%
5,535
-29.0%
0.12%
-30.2%
Q1 2018$852,000
-1.3%
7,794
+3.2%
0.17%
-5.0%
Q4 2017$863,000
+5.9%
7,5510.0%0.18%
-0.5%
Q3 2017$815,000
+2.8%
7,5510.0%0.18%
-1.6%
Q2 2017$793,000
+0.9%
7,5510.0%0.18%
+0.5%
Q1 2017$786,000
+2.6%
7,5510.0%0.18%
-2.6%
Q4 2016$766,000
+3091.7%
7,551
+2861.2%
0.19%
+3050.0%
Q1 2015$24,0002550.01%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 467,574$59,859,00023.71%
LPWM LLC 208,165$26,649,00019.89%
Willis Johnson & Associates, Inc. 622,357$79,674,00013.30%
MMA ASSET MANAGEMENT LLC 91,276$11,685,00011.36%
Powell Investment Advisors, LLC 115,050$14,729,00011.20%
Halpern Financial, Inc. 160,532$20,551,31110.69%
Praetorian Wealth Management, Inc. 211,425$27,066,00010.34%
FINANCIAL LIFE ADVISORS 145,813$18,666,0009.66%
Strategic Wealth Partners Group, LLC 350,915$44,924,0009.53%
AMARILLO NATIONAL BANK 266,126$34,069,0009.32%
View complete list of ISHARES TR shareholders