Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 192 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 6.37 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$223,750
-15.1%
4,086
-13.7%
0.04%
-18.2%
Q1 2024$263,654
-2.4%
4,736
-7.4%
0.04%
-6.4%
Q4 2023$270,274
+13.2%
5,113
+2.2%
0.05%
+6.8%
Q3 2023$238,794
-1.0%
5,003
+4.8%
0.04%
+4.8%
Q2 2023$241,228
-49.8%
4,773
-50.3%
0.04%
-48.8%
Q1 2023$480,593
-19.1%
9,608
-26.8%
0.08%
-18.8%
Q4 2022$594,205
+96.1%
13,120
+63.3%
0.10%
+77.2%
Q3 2022$303,000
-11.7%
8,0350.0%0.06%
-9.5%
Q2 2022$343,000
+41.2%
8,035
+66.2%
0.06%
+46.5%
Q1 2022$243,000
-7.6%
4,8350.0%0.04%
-12.2%
Q4 2021$263,000
+4.4%
4,8350.0%0.05%
-5.8%
Q3 2021$252,000
-3.4%
4,835
-1.2%
0.05%
-5.5%
Q2 2021$261,000
+4.8%
4,895
-1.2%
0.06%
-6.8%
Q1 2021$249,000
+5.1%
4,9540.0%0.06%
-3.3%
Q4 2020$237,000
+14.5%
4,9540.0%0.06%
+5.2%
Q3 2020$207,000
+3.5%
4,9540.0%0.06%
+3.6%
Q2 2020$200,000
-25.4%
4,954
-34.6%
0.06%
-37.1%
Q1 2020$268,000
-98.8%
7,578
-98.4%
0.09%
-98.1%
Q4 2019$21,665,000
+5.5%
461,351
-2.8%
4.68%
+1.3%
Q3 2019$20,543,000
-3.9%
474,763
-2.1%
4.62%
-4.2%
Q2 2019$21,369,000
+0.3%
484,881
-1.3%
4.83%
-3.2%
Q1 2019$21,306,000
+10.9%
491,044
-0.0%
4.99%
-3.1%
Q4 2018$19,211,000
+245.2%
491,083
+297.8%
5.15%
+276.3%
Q3 2018$5,565,000
+3.0%
123,465
+2.1%
1.37%
+7.4%
Q2 2018$5,405,000
+37.3%
120,889
+43.2%
1.27%
+27.5%
Q1 2018$3,936,000
+69.7%
84,409
+71.9%
1.00%
+48.2%
Q4 2017$2,320,000
+9.7%
49,092
+8.8%
0.67%
-1.2%
Q3 2017$2,115,000
+98.6%
45,123
+87.8%
0.68%
+74.0%
Q2 2017$1,065,000
+22.3%
24,026
+15.4%
0.39%
+13.0%
Q1 2017$871,000
+3859.1%
20,818
+3584.6%
0.35%
+2791.7%
Q4 2016$22,0005650.01%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
EFG Asset Management (Americas) Corp. 349,736$14,889,0009.69%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 137,334$5,841,0004.09%
Lattice Strategies LLC 167,706$7,133,0003.96%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 319,189$13,575,0003.73%
Round Table Services, LLC 102,635$4,365,0003.44%
Stelac Advisory Services LLC 230,992$9,824,0002.88%
Ruggie Capital Group 57,453$2,443,0002.24%
DT Investment Partners, LLC 163,494$6,953,0002.18%
Palisades Hudson Asset Management, L.P. 50,063$2,129,0001.67%
Callan Capital, LLC 164,856$7,011,0001.59%
View complete list of ISHARES TR shareholders