IMA Advisory Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 819 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.

Quarter-by-quarter ownership
IMA Advisory Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$8,000
-27.3%
810.0%0.00%0.0%
Q4 2019$11,000
+10.0%
810.0%0.00%0.0%
Q3 2019$10,000
+11.1%
810.0%0.00%
+33.3%
Q2 2019$9,0000.0%810.0%0.00%0.0%
Q1 2019$9,000
-30.8%
81
-36.2%
0.00%
-50.0%
Q4 2018$13,000
-53.6%
127
-47.7%
0.01%
-45.5%
Q3 2018$28,000
+3.7%
2430.0%0.01%0.0%
Q2 2018$27,0002430.01%
Other shareholders
ISHARES TR shareholders Q4 2019
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