Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,050 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,883,804
-6.3%
10,350
-3.8%
0.31%
-8.4%
Q1 2024$2,009,516
+2.5%
10,757
-4.6%
0.34%
-2.6%
Q4 2023$1,959,741
-0.0%
11,270
-11.4%
0.34%
-5.8%
Q3 2023$1,960,702
-8.3%
12,726
-4.1%
0.36%
-2.7%
Q2 2023$2,138,992
+6.6%
13,270
+0.3%
0.38%
+9.0%
Q1 2023$2,006,875
+0.0%
13,224
-4.4%
0.34%
+0.6%
Q4 2022$2,006,173
+50.6%
13,829
+33.5%
0.34%
+37.3%
Q3 2022$1,332,000
+10.0%
10,361
+17.6%
0.25%
+12.2%
Q2 2022$1,211,000
-4.2%
8,813
+8.6%
0.22%
-1.8%
Q1 2022$1,264,000
-0.8%
8,115
-0.2%
0.23%
-5.4%
Q4 2021$1,274,000
+7.7%
8,1350.0%0.24%
-2.4%
Q3 2021$1,183,000
-3.2%
8,135
-1.8%
0.24%
-5.4%
Q2 2021$1,222,000
+15.5%
8,280
+10.5%
0.26%
+3.2%
Q1 2021$1,058,000
+21.9%
7,490
+10.5%
0.25%
+11.6%
Q4 2020$868,000
+219.1%
6,780
+180.0%
0.22%
+196.1%
Q3 2020$272,000
+72.2%
2,421
+65.8%
0.08%
+72.7%
Q2 2020$158,000
+259.1%
1,460
+218.8%
0.04%
+193.3%
Q1 2020$44,000
-29.0%
458
-3.8%
0.02%
+15.4%
Q4 2019$62,000
+376.9%
476
+353.3%
0.01%
+333.3%
Q3 2019$13,000
+8.3%
1050.0%0.00%0.0%
Q2 2019$12,0000.0%1050.0%0.00%0.0%
Q1 2019$12,0001050.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders