Rothschild Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
Rothschild Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$7,417,000
-1.4%
51,005
+0.1%
2.37%
-1.7%
Q2 2021$7,524,000
+0.9%
50,960
-3.5%
2.41%
-4.5%
Q1 2021$7,457,000
+264.8%
52,800
+142.2%
2.52%
+156.4%
Q4 2014$2,044,00021,8000.98%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Scottrade Investment Management 1,975,903$187,632,00025.96%
HOME FEDERAL BANK OF TENNESSEE 461,553$43,829,00025.70%
Miracle Mile Advisors, LLC 521,000$49,474,00012.35%
Valmark Advisers, Inc. 4,755,045$451,539,00011.28%
Regal Wealth Group, Inc. 120,233$11,417,00010.36%
FIRST HAWAIIAN BANK 576,446$54,739,0009.33%
PHILLIPS FINANCIAL MANAGEMENT, LLC 343,316$32,134,0008.54%
LVZ, Inc. 212,461$20,175,0008.28%
ETF Portfolio Partners, Inc. 98,696$9,372,0007.47%
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 121,012$11,491,0007.37%
View complete list of ISHARES TR shareholders