EFG Asset Management (Americas) Corp. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 178 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.43 and the average weighting 0.2%.

Quarter-by-quarter ownership
EFG Asset Management (Americas) Corp. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,136,213
-6.3%
23,805
-0.8%
0.27%
-3.2%
Q2 2023$1,213,162
+1.0%
24,0040.0%0.28%
-2.1%
Q1 2023$1,200,680
-0.5%
24,004
-9.9%
0.29%
-3.7%
Q4 2022$1,206,344
+31.3%
26,636
+9.5%
0.30%
+28.4%
Q3 2022$919,000
-11.5%
24,3270.0%0.23%
-5.3%
Q2 2022$1,039,000
-2.7%
24,327
+14.5%
0.24%
+23.7%
Q1 2022$1,068,000
-86.7%
21,255
-87.4%
0.20%
-88.0%
Q4 2020$8,058,000
+9.3%
168,157
-4.5%
1.65%
-0.5%
Q3 2020$7,370,000
-2.2%
176,066
-5.6%
1.66%
-15.3%
Q2 2020$7,535,000
+15.9%
186,510
+1.4%
1.96%
-6.2%
Q1 2020$6,500,000
-25.3%
183,993
+0.6%
2.09%
-9.1%
Q4 2019$8,704,000
+24.1%
182,977
+14.7%
2.30%
+8.7%
Q3 2019$7,012,000
-10.7%
159,490
-9.2%
2.11%
-5.5%
Q2 2019$7,851,000
+31.4%
175,704
+30.1%
2.24%
+23.2%
Q1 2019$5,974,000
-0.5%
135,038
-9.3%
1.81%
-15.9%
Q4 2018$6,005,000
-13.3%
148,878
-1.6%
2.16%
+8.7%
Q3 2018$6,927,000
-23.3%
151,305
-23.8%
1.98%
-27.3%
Q2 2018$9,033,000
+14.1%
198,668
+19.0%
2.73%
-16.8%
Q1 2018$7,920,000
-19.1%
166,887
-14.0%
3.28%
-7.2%
Q4 2017$9,789,000
+5.2%
193,982
-1.0%
3.54%
+0.3%
Q3 2017$9,303,000
-55.5%
195,886
-58.2%
3.53%
-55.3%
Q2 2017$20,889,000
+21.3%
468,983
+14.4%
7.88%
+18.5%
Q1 2017$17,225,000
+173.9%
409,941
+155.6%
6.65%
+143.0%
Q4 2016$6,289,000
+182.4%
160,353
+192.9%
2.74%
+190.9%
Q3 2016$2,227,000
+7.7%
54,747
+3.6%
0.94%
-3.4%
Q2 2016$2,068,000
-27.4%
52,828
-25.5%
0.97%
-31.7%
Q1 2016$2,849,000
-74.1%
70,950
-76.4%
1.43%
-79.1%
Q4 2015$11,014,000
-15.7%
300,699
-7.7%
6.84%
-16.0%
Q3 2015$13,068,000
-26.2%
325,803
-14.6%
8.14%
-25.1%
Q2 2015$17,711,000
+9.3%
381,545
+4.2%
10.88%
-13.9%
Q1 2015$16,204,000
+8.8%
366,022
+4.7%
12.63%
+30.3%
Q4 2014$14,889,000
+2.8%
349,736
+9.0%
9.69%
-32.2%
Q3 2014$14,479,000
-14.7%
320,894
-8.2%
14.30%
-5.7%
Q2 2014$16,983,000
-3.8%
349,658
-4.4%
15.15%
+5.1%
Q1 2014$17,658,000
-99.9%
365,736
+16.7%
14.42%
+9.9%
Q4 2013$14,868,891,000313,35913.11%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
METLIFE INC 14,270$743,4786.48%
B, B, H, & B INC. 38,638$2,014,0001.84%
Willis Johnson & Associates, Inc. 219,310$11,430,0001.59%
Providence First Trust Co 57,040$2,973,0001.40%
Stelac Advisory Services LLC 80,637$4,203,0001.13%
Palisades Hudson Asset Management, L.P. 41,580$2,167,0000.99%
WealthBridge Investment Counsel Inc. 38,995$2,032,0000.91%
Family Firm, Inc. 59,602$3,245,0000.85%
Intercontinental Wealth Advisors, LLC 60,426$3,149,0000.73%
swisspartners Advisors Ltd 17,980$937,0000.66%
View complete list of ISHARES TR shareholders