Welch Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 360 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.17 and the average weighting 0.8%.

Quarter-by-quarter ownership
Welch Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$180,000
-39.8%
1,874
-18.6%
0.02%
-34.5%
Q4 2019$299,000
+9.1%
2,3010.0%0.03%
+3.6%
Q3 2019$274,000
+2.2%
2,3010.0%0.03%
-3.4%
Q2 2019$268,000
+3.5%
2,3010.0%0.03%0.0%
Q1 2019$259,000
+9.3%
2,301
-1.9%
0.03%0.0%
Q4 2018$237,000
-12.9%
2,3460.0%0.03%
+3.6%
Q3 2018$272,000
+5.4%
2,3460.0%0.03%
-12.5%
Q2 2018$258,000
+0.4%
2,3460.0%0.03%
-3.0%
Q1 2018$257,000
-14.3%
2,346
-29.6%
0.03%
-34.0%
Q1 2016$300,000
+17.6%
3,333
+15.5%
0.05%
+8.7%
Q4 2015$255,000
-3.8%
2,886
-8.5%
0.05%
-9.8%
Q3 2015$265,000
-15.1%
3,154
-6.7%
0.05%
-13.6%
Q2 2015$312,000
-0.3%
3,3820.0%0.06%
+3.5%
Q1 2015$313,000
-24.6%
3,382
-23.5%
0.06%
-28.8%
Q4 2014$415,000
-21.6%
4,421
-24.7%
0.08%
-26.6%
Q3 2014$529,000
-0.2%
5,875
+0.1%
0.11%
-0.9%
Q2 2014$530,000
-59.5%
5,872
-61.6%
0.11%
-63.0%
Q4 2013$1,308,000
+4.6%
15,306
-4.2%
0.30%
-3.3%
Q3 2013$1,251,000
-2.2%
15,975
-5.3%
0.31%
-7.5%
Q2 2013$1,279,00016,8770.33%
Other shareholders
ISHARES TR shareholders Q2 2015
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