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 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders