Litman Gregory Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$159,000
+10.4%
1,1260.0%0.03%
+19.2%
Q4 2020$144,000
+13.4%
1,1260.0%0.03%0.0%
Q3 2020$127,000
+4.1%
1,1260.0%0.03%
-3.7%
Q2 2020$122,000
+13.0%
1,1260.0%0.03%0.0%
Q1 2020$108,000
-27.0%
1,126
-0.9%
0.03%
-18.2%
Q4 2019$148,000
+10.4%
1,136
+0.9%
0.03%0.0%
Q3 2019$134,000
+2.3%
1,1260.0%0.03%
-5.7%
Q2 2019$131,000
+3.1%
1,1260.0%0.04%0.0%
Q1 2019$127,000
+11.4%
1,1260.0%0.04%0.0%
Q4 2018$114,000
-12.3%
1,1260.0%0.04%
-20.5%
Q3 2018$130,000
+1525.0%
1,126
+1401.3%
0.04%
+1366.7%
Q2 2018$8,000750.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders