Diversified Trust Co - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 152 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.2%.

Quarter-by-quarter ownership
Diversified Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$317,160
+10.7%
6,0000.0%0.01%0.0%
Q3 2023$286,380
-19.5%
6,000
-14.8%
0.01%
-15.4%
Q2 2023$355,953
-5.7%
7,043
-6.6%
0.01%
-13.3%
Q1 2023$377,300
+110221.6%
7,5430.0%0.02%
+7.1%
Q4 2022$342
-99.9%
7,5430.0%0.01%
+7.7%
Q3 2022$285,000
-36.7%
7,543
-28.5%
0.01%
-31.6%
Q2 2022$450,000
-15.1%
10,5430.0%0.02%
+5.6%
Q1 2022$530,000
-7.5%
10,5430.0%0.02%
-5.3%
Q4 2021$573,000
+4.2%
10,5430.0%0.02%
-5.0%
Q3 2021$550,000
-2.1%
10,5430.0%0.02%0.0%
Q2 2021$562,000
+6.6%
10,543
+0.4%
0.02%0.0%
Q1 2021$527,000
+4.8%
10,499
+0.1%
0.02%0.0%
Q4 2020$503,000
+14.6%
10,4870.0%0.02%0.0%
Q3 2020$439,000
+3.5%
10,4870.0%0.02%
-4.8%
Q2 2020$424,000
+14.3%
10,4870.0%0.02%
-4.5%
Q1 2020$371,000
-23.2%
10,487
+1.9%
0.02%0.0%
Q4 2019$483,000
+8.5%
10,2880.0%0.02%
+4.8%
Q3 2019$445,000
-1.8%
10,2880.0%0.02%
-4.5%
Q2 2019$453,000
+1.6%
10,2880.0%0.02%0.0%
Q1 2019$446,000
+10.9%
10,2880.0%0.02%0.0%
Q4 2018$402,000
-13.4%
10,2880.0%0.02%
-4.3%
Q3 2018$464,000
+0.9%
10,2880.0%0.02%
-20.7%
Q2 2018$460,000
-4.2%
10,2880.0%0.03%
-6.5%
Q1 2018$480,000
-1.2%
10,2880.0%0.03%
+3.3%
Q4 2017$486,000
+0.8%
10,2880.0%0.03%
-18.9%
Q3 2017$482,000
+5.7%
10,2880.0%0.04%0.0%
Q2 2017$456,000
+5.8%
10,2880.0%0.04%
+12.1%
Q1 2017$431,00010,2880.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. (NB/CA) 90,793$3,431,0004.05%
Stelac Advisory Services LLC 272,864$10,312,0003.16%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 67,243$2,541,0002.44%
CKW FINANCIAL GROUP 169,232$6,395,0002.28%
Round Table Services, LLC 101,511$3,836,0002.16%
Palisades Hudson Asset Management, L.P. 58,177$2,199,0001.79%
Lattice Strategies LLC 55,806$2,109,0001.65%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 116,284$4,394,0001.58%
Risk Paradigm Group, LLC 25,404$960,017,0001.30%
Ironwood Financial, llc 37,814$1,429,0001.07%
View complete list of ISHARES TR shareholders