DT Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
DT Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$207,000
+2.5%
4,400
-4.1%
0.02%
-32.1%
Q2 2019$202,000
-28.1%
4,590
-26.3%
0.03%
-30.0%
Q3 2018$281,000
+1.1%
6,2290.0%0.04%
-7.0%
Q2 2018$278,000
-4.1%
6,2290.0%0.04%
-4.4%
Q1 2018$290,000
-39.6%
6,229
-38.7%
0.04%
-40.8%
Q4 2017$480,000
+0.8%
10,1640.0%0.08%
-5.0%
Q3 2017$476,000
+5.8%
10,1640.0%0.08%
-8.0%
Q2 2017$450,000
+5.9%
10,1640.0%0.09%
-9.4%
Q1 2017$425,000
+7.6%
10,164
-0.1%
0.10%
-4.0%
Q4 2016$395,000
-1.5%
10,1710.0%0.10%
-2.9%
Q3 2016$401,000
-11.1%
10,171
-14.7%
0.10%
-15.6%
Q2 2016$451,000
-96.1%
11,930
-95.9%
0.12%
-96.2%
Q1 2016$11,451,000
+1.8%
292,806
+4.4%
3.24%
-3.1%
Q4 2015$11,251,000
+0.7%
280,504
-0.0%
3.35%
-3.3%
Q3 2015$11,168,000
-9.1%
280,623
-0.2%
3.46%
+8.7%
Q2 2015$12,291,000
+5.0%
281,049
+6.3%
3.19%
-10.2%
Q1 2015$11,702,000
+68.3%
264,329
+61.7%
3.55%
+63.0%
Q4 2014$6,953,000
-4.9%
163,494
+0.9%
2.18%
-8.3%
Q3 2014$7,308,000
-2.0%
162,106
+5.6%
2.37%
-7.2%
Q2 2014$7,459,000
+10.0%
153,564
+9.3%
2.56%
-4.6%
Q1 2014$6,782,000
-6.9%
140,471
-8.5%
2.68%
-10.1%
Q4 2013$7,288,000
+3.8%
153,598
-3.5%
2.98%
+3.7%
Q3 2013$7,023,000
+29.8%
159,189
+14.0%
2.87%
+13.0%
Q2 2013$5,411,000139,6482.54%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders