Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 160 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,258,250
-5.6%
47,313
-0.1%
0.41%
+0.7%
Q2 2023$2,392,412
+0.9%
47,337
-0.1%
0.40%
-10.8%
Q1 2023$2,370,298
+21.3%
47,387
+9.8%
0.45%
+10.2%
Q4 2022$1,954,082
+22.9%
43,146
+2.5%
0.41%
+15.1%
Q3 2022$1,590,000
-11.2%
42,106
+0.4%
0.36%
+1.7%
Q2 2022$1,790,000
-11.8%
41,922
+3.8%
0.35%
+7.0%
Q1 2022$2,029,000
-5.9%
40,387
+1.9%
0.33%
-6.6%
Q4 2021$2,156,000
+9.3%
39,636
+4.7%
0.35%
+1.4%
Q3 2021$1,973,000
+8.1%
37,857
+10.6%
0.35%
+8.1%
Q2 2021$1,825,000
+9.4%
34,240
+3.1%
0.32%
+0.9%
Q1 2021$1,668,000
+14.6%
33,200
+9.3%
0.32%
+9.7%
Q4 2020$1,455,000
+21.1%
30,362
+5.8%
0.29%
+5.5%
Q3 2020$1,201,000
+3.1%
28,700
-0.5%
0.27%
-3.9%
Q2 2020$1,165,000
+12.8%
28,847
-1.4%
0.28%
-10.7%
Q1 2020$1,033,000
-25.0%
29,251
-0.2%
0.32%
+2.6%
Q4 2019$1,377,000
+8.6%
29,318
+0.1%
0.31%
-2.8%
Q3 2019$1,268,000
-1.2%
29,299
+0.5%
0.32%
+12.7%
Q2 2019$1,284,000
+7.4%
29,144
+5.8%
0.28%
+9.2%
Q1 2019$1,195,000
+7.2%
27,548
+13.4%
0.26%
-30.9%
Q3 2018$1,115,000
+7.3%
24,283
+4.3%
0.38%
+13.6%
Q2 2018$1,039,000
+4.3%
23,288
+11.8%
0.33%
+12.6%
Q1 2018$996,000
+13.2%
20,835
+11.8%
0.29%
+44.8%
Q4 2017$880,000
+49.7%
18,630
+48.8%
0.20%
+6.3%
Q3 2017$588,000
+8.5%
12,520
+2.3%
0.19%
+28.2%
Q2 2017$542,00012,2400.15%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
METLIFE INC 14,555$743,4786.75%
B, B, H, & B INC. 40,866$2,223,0001.85%
Stelac Advisory Services LLC 102,728$5,587,0001.51%
Willis Johnson & Associates, Inc. 213,909$11,635,0001.50%
Providence First Trust Co 56,743$3,086,0001.39%
Naviter Wealth, LLC 79,686$4,339,0001.30%
Palisades Hudson Asset Management, L.P. 41,943$2,281,0000.97%
OLD MISSION CAPITAL LLC 426,808$23,214,0000.96%
Family Firm, Inc. 60,259$3,278,0000.85%
Intercontinental Wealth Advisors, LLC 69,006$3,753,0000.79%
View complete list of ISHARES TR shareholders