Advisory Alpha, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.

Quarter-by-quarter ownership
Advisory Alpha, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$110,000
-100.0%
955
-65.5%
0.02%
-70.0%
Q1 2020$283,944,000
-95.4%
2,765
-94.2%
0.08%
-94.7%
Q4 2019$6,171,325,000
+13.3%
47,359
+1.2%
1.50%
-6.9%
Q3 2019$5,445,652,000
+105805.3%
46,796
+7.2%
1.61%
-6.1%
Q2 2019$5,142,000
-99.7%
43,646
+173.4%
1.72%
+159.6%
Q1 2019$1,826,691,000
+139235.7%
15,966
+33.6%
0.66%
+6.8%
Q4 2018$1,311,000
+1.5%
11,948
-0.4%
0.62%
+88.7%
Q3 2018$1,291,000
+1.9%
12,001
+7.2%
0.33%
+3.1%
Q2 2018$1,267,000
+27.7%
11,197
+24.6%
0.32%
-7.6%
Q1 2018$992,000
+54.8%
8,988
+66.9%
0.34%
+65.4%
Q4 2017$641,000
+17.0%
5,385
+7.4%
0.21%
+35.9%
Q3 2017$548,000
+57.9%
5,016
+54.0%
0.15%
+51.5%
Q2 2017$347,000
+91.7%
3,258
+87.2%
0.10%
+60.3%
Q1 2017$181,0001,7400.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 405,131$62,325,35923.11%
Quantitative Strategies, Inc. 187,158$28,792,37219.37%
Foundation Wealth Management, LLC 121,130$18,634,50518.62%
LPWM LLC 254,891$38,975,31217.52%
Halpern Financial, Inc. 281,683$43,334,11814.96%
Praetorian Wealth Management, Inc. 283,325$43,586,71813.85%
Powell Investment Advisors, LLC 138,335$21,397,62212.86%
FINANCIAL LIFE ADVISORS 177,823$27,356,34411.77%
LVZ, Inc. 458,002$70,459,04411.36%
INSTRUMENTAL WEALTH, LLC 58,076$9,034,94510.55%
View complete list of ISHARES TR shareholders