J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,320,972
-3.9%
67,089
+0.7%
0.76%
-0.7%
Q2 2023$10,741,067
+9.6%
66,636
+3.2%
0.77%
+9.9%
Q1 2023$9,796,481
+2.7%
64,552
-1.9%
0.70%
-5.0%
Q4 2022$9,541,860
+14.6%
65,774
+1.5%
0.73%
+5.6%
Q3 2022$8,327,000
-22.2%
64,795
-16.8%
0.70%
-18.5%
Q2 2022$10,700,000
-15.2%
77,838
-3.9%
0.85%
+0.8%
Q1 2022$12,619,000
+5.9%
81,034
+6.5%
0.85%
+9.0%
Q4 2021$11,917,000
+31.6%
76,083
+24.0%
0.78%
+8.8%
Q2 2021$9,058,000
+238.2%
61,353
+223.6%
0.71%
+176.4%
Q1 2021$2,678,000
+124.1%
18,961
+103.1%
0.26%
+108.1%
Q4 2020$1,195,000
-50.3%
9,334
-56.4%
0.12%
-32.6%
Q3 2020$2,405,000
+39.7%
21,387
+34.5%
0.18%
-29.0%
Q2 2020$1,721,000
-36.3%
15,906
-23.4%
0.26%
-24.0%
Q4 2019$2,701,00020,7600.34%
Other shareholders
ISHARES TR shareholders Q2 2021
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