Endurance Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
Endurance Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$322
+0.9%
6,3800.0%0.04%
-2.2%
Q1 2023$319
+10.4%
6,3800.0%0.04%
+2.3%
Q4 2022$289
-99.9%
6,3800.0%0.04%
+10.0%
Q3 2022$241,000
-11.4%
6,3800.0%0.04%
-2.4%
Q2 2022$272,000
-15.3%
6,3800.0%0.04%
-2.4%
Q1 2022$321,000
-7.5%
6,3800.0%0.04%
+13.5%
Q4 2021$347,000
+4.2%
6,3800.0%0.04%0.0%
Q3 2021$333,000
-2.1%
6,3800.0%0.04%
-2.6%
Q2 2021$340,000
+5.9%
6,3800.0%0.04%0.0%
Q1 2021$321,000
+4.9%
6,3800.0%0.04%
-2.6%
Q4 2020$306,000
+13.8%
6,380
-0.5%
0.04%
-2.5%
Q3 2020$269,000
+3.9%
6,4150.0%0.04%
-4.8%
Q2 2020$259,000
+13.6%
6,415
-0.5%
0.04%
-4.5%
Q1 2020$228,000
-29.8%
6,448
-6.9%
0.04%
-12.0%
Q4 2019$325,000
+8.3%
6,923
-0.2%
0.05%0.0%
Q3 2019$300,000
-69.0%
6,934
-68.4%
0.05%
-67.1%
Q2 2019$968,000
+0.9%
21,966
-0.6%
0.15%
-3.2%
Q1 2019$959,000
-0.3%
22,107
-10.1%
0.16%
-12.3%
Q4 2018$962,000
-18.1%
24,581
-5.6%
0.18%
-3.2%
Q3 2018$1,174,000
-0.2%
26,045
-1.0%
0.18%
-4.6%
Q2 2018$1,176,000
-9.5%
26,314
-5.6%
0.19%
-11.0%
Q1 2018$1,300,000
-2.4%
27,889
-1.1%
0.22%
+1.9%
Q4 2017$1,332,000
+3.2%
28,189
+2.3%
0.21%0.0%
Q3 2017$1,291,000
+5.7%
27,5490.0%0.21%
+3.9%
Q2 2017$1,221,000
+5.3%
27,549
-0.5%
0.21%
+3.0%
Q1 2017$1,159,000
+6.4%
27,699
-1.2%
0.20%
+2.6%
Q4 2016$1,089,000
-21.6%
28,049
-21.2%
0.20%
-21.7%
Q3 2016$1,389,000
-29.5%
35,598
-31.7%
0.25%
-32.7%
Q2 2016$1,971,000
-1.7%
52,147
+1.7%
0.37%
+31.2%
Q1 2016$2,006,000
+0.4%
51,292
+2.9%
0.28%
-26.0%
Q4 2015$1,999,000
-1.8%
49,828
+3.4%
0.38%
+6.4%
Q3 2015$2,035,000
+5.1%
48,203
+8.9%
0.36%
+9.8%
Q2 2015$1,936,000
+17.7%
44,273
+19.1%
0.33%
+13.6%
Q1 2015$1,645,000
+95.4%
37,176
+87.7%
0.29%
+90.1%
Q4 2014$842,000
-15.5%
19,809
-10.5%
0.15%
-18.8%
Q3 2014$997,000
-7.2%
22,1240.0%0.19%
+3.9%
Q2 2014$1,074,000
+0.5%
22,124
-0.1%
0.18%
-13.9%
Q1 2014$1,069,000
+41.2%
22,148
+38.8%
0.21%
+38.7%
Q4 2013$757,00015,9560.15%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
METLIFE INC 11,888$568,8435.80%
Arrow Investment Advisors, LLC 104,313$4,978,8603.98%
KM Capital Management Ltd. 73,283$3,497,7972.39%
One Wealth Advisors, LLC 144,524$6,898,1311.53%
Stelac Advisory Services LLC 58,807$2,807,9771.53%
Providence First Trust Co 55,482$2,648,1561.48%
Barry Investment Advisors, LLC 85,307$4,071,7481.47%
ShoreHaven Wealth Partners, LLC 36,100$1,723,0531.18%
Willis Johnson & Associates, Inc. 224,455$10,713,2501.10%
Palisades Hudson Asset Management, L.P. 41,597$1,9851.09%
View complete list of ISHARES TR shareholders