Blue Edge Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
Blue Edge Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,167,332
-6.2%
33,589
-1.7%
1.08%
-2.3%
Q2 2023$5,507,379
+5.2%
34,167
-1.0%
1.11%
-2.0%
Q1 2023$5,236,782
+454.9%
34,507
+430.5%
1.13%
+426.5%
Q4 2022$943,680
-100.0%
6,505
-72.0%
0.22%
-77.5%
Q4 2019$3,022,251,000
+14.1%
23,232
+4.5%
0.96%
+5.3%
Q3 2019$2,647,886,000
+3.5%
22,225
+1.3%
0.91%
+1.2%
Q2 2019$2,557,313,000
+17.8%
21,938
+13.9%
0.90%
+8.7%
Q1 2019$2,171,598,000
+71.3%
19,262
+53.7%
0.82%
+50.9%
Q4 2018$1,267,486,000
+69.7%
12,532
+94.4%
0.55%
+97.1%
Q3 2018$746,820,000
+151.3%
6,447
+139.0%
0.28%
+132.8%
Q2 2018$297,131,000
-4.4%
2,698
-5.1%
0.12%
-4.8%
Q1 2018$310,744,000
-4.3%
2,8420.0%0.12%
-3.8%
Q4 2017$324,670,000
+5.9%
2,8420.0%0.13%
-7.1%
Q3 2017$306,680,000
+2.8%
2,8420.0%0.14%
-0.7%
Q2 2017$298,296,000
+0.9%
2,8420.0%0.14%
-4.7%
Q1 2017$295,682,000
+36.0%
2,842
+32.6%
0.15%
+21.3%
Q4 2016$217,359,0002,1440.12%
Other shareholders
ISHARES TR shareholders Q2 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