Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 153 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$636,910
+8.4%
13,344
+14.8%
0.02%
+6.2%
Q2 2023$587,629
+7.0%
11,627
+5.9%
0.02%
+6.7%
Q1 2023$549,270
+4.4%
10,981
-5.5%
0.02%
-6.2%
Q4 2022$526,134
+21.8%
11,617
+1.5%
0.02%
+6.7%
Q3 2022$432,000
-81.8%
11,445
-74.8%
0.02%
-80.0%
Q3 2021$2,369,000
-21.3%
45,446
-19.5%
0.08%
-21.1%
Q2 2021$3,010,000
+2387.6%
56,482
+2140.5%
0.10%
+1800.0%
Q4 2020$121,000
-68.7%
2,521
-72.8%
0.01%
-72.2%
Q3 2020$387,000
+2.9%
9,256
-0.7%
0.02%
-14.3%
Q2 2020$376,000
+12.9%
9,319
-1.1%
0.02%
-4.5%
Q1 2020$333,000
-26.5%
9,421
-2.3%
0.02%
-8.3%
Q4 2019$453,000
+4.4%
9,640
-2.1%
0.02%
-11.1%
Q3 2019$434,0000.0%9,8510.0%0.03%0.0%
Q2 2019$434,000
+1.4%
9,851
-0.1%
0.03%
-10.0%
Q1 2019$428,000
+2.4%
9,864
-7.8%
0.03%
-16.7%
Q4 2018$418,000
+118.8%
10,698
+151.8%
0.04%
+157.1%
Q3 2018$191,000
-2.1%
4,2480.0%0.01%
-6.7%
Q2 2018$195,000
-89.2%
4,248
-89.0%
0.02%
-89.7%
Q1 2018$1,809,000
+13.0%
38,787
+14.5%
0.14%
+3.6%
Q4 2017$1,601,000
+0.4%
33,866
-0.4%
0.14%
-23.1%
Q3 2017$1,594,000
-5.3%
34,007
-10.5%
0.18%
-16.9%
Q2 2017$1,684,000
+32.8%
37,999
+25.4%
0.22%
+19.0%
Q1 2017$1,268,000
+129.3%
30,310
+116.0%
0.18%
+76.9%
Q3 2016$553,000
-5.6%
14,034
-9.4%
0.10%
-21.8%
Q2 2016$586,000
-4.1%
15,495
-0.8%
0.13%
-20.4%
Q1 2016$611,000
-3.9%
15,624
-1.5%
0.17%
-18.1%
Q4 2015$636,000
-8.4%
15,863
-9.1%
0.20%
-2.9%
Q3 2015$694,000
+84.1%
17,447
+103.6%
0.21%
+89.2%
Q2 2015$377,000
-6.0%
8,569
-3.0%
0.11%0.0%
Q1 2015$401,000
+6.6%
8,833
+0.2%
0.11%
-5.9%
Q4 2014$376,000
-22.2%
8,816
-17.8%
0.12%
-33.3%
Q3 2014$483,000
-7.6%
10,721
-0.4%
0.18%
-19.9%
Q2 2014$523,000
+28.5%
10,769
+27.8%
0.22%
+5.2%
Q1 2014$407,000
+2294.1%
8,429
+2308.3%
0.21%
+2233.3%
Q4 2013$17,0003500.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders