Callan Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 133 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$1,338,000
+15.7%
33,127
+1.2%
0.34%
-5.9%
Q1 2020$1,156,000
-24.8%
32,7300.0%0.36%
-15.6%
Q4 2019$1,537,000
+8.5%
32,7300.0%0.42%
+3.9%
Q3 2019$1,416,000
-1.8%
32,7300.0%0.41%
-12.5%
Q2 2019$1,442,000
+1.5%
32,7300.0%0.46%0.0%
Q1 2019$1,420,000
+10.9%
32,7300.0%0.46%
-0.4%
Q4 2018$1,280,000
-13.2%
32,7300.0%0.47%
-4.3%
Q3 2018$1,475,000
+0.8%
32,7300.0%0.49%
-3.9%
Q2 2018$1,463,000
-4.1%
32,7300.0%0.51%
+2.6%
Q1 2018$1,526,000
-1.4%
32,7300.0%0.49%
-8.3%
Q4 2017$1,547,000
+0.8%
32,7300.0%0.54%
-5.8%
Q3 2017$1,534,000
+5.7%
32,7300.0%0.57%
+4.2%
Q2 2017$1,451,000
+5.9%
32,7300.0%0.55%
+0.4%
Q1 2017$1,370,000
+7.9%
32,7300.0%0.55%
-4.4%
Q4 2016$1,270,000
-28.3%
32,730
-27.3%
0.57%
-21.6%
Q3 2016$1,772,000
+3.3%
44,996
-0.9%
0.73%
+4.1%
Q2 2016$1,716,000
-3.4%
45,4180.0%0.70%
-5.9%
Q1 2016$1,776,000
-2.5%
45,4180.0%0.74%
+3.3%
Q4 2015$1,822,000
+0.8%
45,4180.0%0.72%
-26.5%
Q3 2015$1,808,000
-72.8%
45,418
-70.1%
0.98%
-29.6%
Q2 2015$6,636,000
-6.4%
151,750
-5.2%
1.39%
-7.6%
Q1 2015$7,090,000
+1.1%
160,143
-2.9%
1.51%
-5.2%
Q4 2014$7,011,000
+62.1%
164,856
+71.9%
1.59%
+33.0%
Q3 2014$4,324,000
-7.2%
95,9120.0%1.20%
-4.0%
Q2 2014$4,658,000
-1.3%
95,912
-1.9%
1.25%
-20.9%
Q1 2014$4,721,000
+3.4%
97,791
+1.7%
1.58%
-9.7%
Q4 2013$4,565,000
+9.5%
96,197
+1.8%
1.74%
-12.3%
Q3 2013$4,169,000
+15.4%
94,497
+1.3%
1.99%
-3.6%
Q2 2013$3,614,00093,2602.06%
Other shareholders
ISHARES TR shareholders Q3 2020
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