Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$119,534
-4.6%
7770.0%0.02%
-6.2%
Q2 2023$125,245
+725.3%
777
+677.0%
0.02%
+700.0%
Q1 2023$15,176
+4.6%
1000.0%0.00%0.0%
Q4 2022$14,507
+20.9%
1000.0%0.00%0.0%
Q3 2022$12,000
-7.7%
1000.0%0.00%0.0%
Q2 2022$13,000
-18.8%
1000.0%0.00%0.0%
Q1 2022$16,000
-69.2%
100
-69.9%
0.00%
-66.7%
Q4 2021$52,000
+246.7%
332
+232.0%
0.01%
+200.0%
Q3 2021$15,0000.0%1000.0%0.00%0.0%
Q2 2021$15,000
+7.1%
1000.0%0.00%0.0%
Q1 2021$14,000
+7.7%
1000.0%0.00%
-33.3%
Q4 2020$13,000
+18.2%
1000.0%0.00%0.0%
Q3 2020$11,000
+10.0%
1000.0%0.00%
+50.0%
Q2 2020$10,000
+11.1%
1000.0%0.00%0.0%
Q1 2020$9,000
-35.7%
1000.0%0.00%
-33.3%
Q4 2019$14,000
+16.7%
1000.0%0.00%0.0%
Q3 2019$12,000
+9.1%
1000.0%0.00%0.0%
Q2 2019$11,0000.0%1000.0%0.00%0.0%
Q1 2019$11,000
-8.3%
1000.0%0.00%
-40.0%
Q3 2018$12,000
-95.4%
100
-94.9%
0.01%
-97.3%
Q2 2016$262,0001,9530.19%
Other shareholders
ISHARES TR shareholders Q2 2019
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