Diversified Trust Co - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 165 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - 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 2022
NameSharesValueWeighting ↓
METLIFE INC 14,270$743,4786.48%
B, B, H, & B INC. 38,638$2,014,0001.84%
Willis Johnson & Associates, Inc. 219,310$11,430,0001.59%
Providence First Trust Co 57,040$2,973,0001.40%
Stelac Advisory Services LLC 80,637$4,203,0001.13%
Palisades Hudson Asset Management, L.P. 41,580$2,167,0000.99%
WealthBridge Investment Counsel Inc. 38,995$2,032,0000.91%
Family Firm, Inc. 59,602$3,245,0000.85%
Intercontinental Wealth Advisors, LLC 60,426$3,149,0000.73%
swisspartners Advisors Ltd 17,980$937,0000.66%
View complete list of ISHARES TR shareholders