MARINER INDEPENDENT ADVISOR NETWORK, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 757 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,882,000
-62.0%
14,642
-59.0%
0.08%
-61.2%
Q2 2022$4,959,000
-18.0%
35,748
-6.5%
0.21%
-9.9%
Q1 2022$6,045,000
+258.5%
38,215
+255.9%
0.23%
+193.7%
Q4 2021$1,686,000
-21.4%
10,737
-26.8%
0.08%
-24.8%
Q3 2021$2,145,000
+0.7%
14,673
+1.7%
0.10%
+8.2%
Q2 2021$2,130,000
+11.3%
14,424
+6.5%
0.10%
-3.0%
Q1 2021$1,913,000
+9.6%
13,544
-0.7%
0.10%
+7.5%
Q4 2020$1,745,000
+13.2%
13,633
-0.5%
0.09%
-27.3%
Q3 2020$1,541,000
+0.3%
13,705
-3.3%
0.13%
-9.2%
Q2 2020$1,536,000
+10.2%
14,178
-5.2%
0.14%
+11.9%
Q1 2020$1,394,000
-7.2%
14,958
+29.6%
0.13%
+16.7%
Q4 2019$1,502,000
+11.5%
11,542
+1.0%
0.11%
+5.9%
Q3 2019$1,347,000
+15.0%
11,426
+14.2%
0.10%
+15.9%
Q2 2019$1,171,000
-1.4%
10,004
-4.1%
0.09%
-12.0%
Q1 2019$1,188,000
-35.8%
10,431
-41.5%
0.10%
-39.4%
Q4 2018$1,851,000
+31.6%
17,841
+46.9%
0.16%
-6.2%
Q3 2018$1,407,000
+2.6%
12,149
-3.1%
0.18%
+109.5%
Q1 2018$1,371,000
-19.4%
12,542
-15.8%
0.08%
-52.8%
Q4 2017$1,701,000
-15.0%
14,891
-19.7%
0.18%
-45.2%
Q3 2017$2,001,000
+63.6%
18,542
+59.0%
0.32%
+85.7%
Q2 2017$1,223,000
-32.1%
11,660
-34.3%
0.18%
-40.1%
Q4 2016$1,800,000
-35.4%
17,755
-39.5%
0.29%
-26.4%
Q3 2016$2,785,000
-19.3%
29,332
-21.1%
0.40%
-39.0%
Q2 2016$3,453,000
+14.8%
37,172
+11.1%
0.65%
-32.2%
Q1 2016$3,008,000
+17.9%
33,448
+10.1%
0.96%
-1.8%
Q3 2015$2,552,000
-99.9%
30,375
+56.2%
0.98%
+11.5%
Q2 2015$1,792,562,000
+80.0%
19,440
+80.7%
0.88%
+57.7%
Q1 2015$996,038,000
+85.0%
10,761
+87.4%
0.56%
+123.3%
Q4 2014$538,427,0005,7420.25%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders