Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 142 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 44.87 and the average weighting 0.1%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,753,298
-15.2%
57,685
-10.2%
0.77%
-9.9%
Q2 2023$3,246,839
+2.2%
64,243
+1.1%
0.86%
-2.5%
Q1 2023$3,177,641
+10.6%
63,527
+0.1%
0.88%
+4.8%
Q4 2022$2,874,379
+27.6%
63,466
+6.4%
0.84%
+16.7%
Q3 2022$2,252,000
-11.2%
59,651
+0.5%
0.72%
-3.6%
Q2 2022$2,535,000
-14.2%
59,355
+1.0%
0.75%
-3.5%
Q1 2022$2,954,000
-9.9%
58,791
-2.4%
0.77%
-8.7%
Q4 2021$3,278,000
+1.0%
60,259
+1.1%
0.85%
-0.6%
Q3 2021$3,245,000
+0.3%
59,602
-1.8%
0.85%
-3.1%
Q2 2021$3,234,000
+3.9%
60,670
-2.0%
0.88%
-2.0%
Q1 2021$3,112,000
+2.9%
61,937
-0.2%
0.90%
-0.4%
Q4 2020$3,025,000
+17.2%
62,059
+0.7%
0.90%
-2.5%
Q3 2020$2,581,000
-3.6%
61,648
-7.0%
0.92%
-7.7%
Q2 2020$2,678,000
+10.4%
66,290
-3.4%
1.00%
-2.9%
Q1 2020$2,426,000
-1.3%
68,656
+31.1%
1.03%
+24.0%
Q4 2019$2,459,000
+1.0%
52,359
-6.9%
0.83%
-3.7%
Q3 2019$2,434,000
-4.0%
56,248
-2.3%
0.86%
-3.6%
Q2 2019$2,536,000
+2.8%
57,552
+1.2%
0.90%
-0.1%
Q1 2019$2,467,000
-1.8%
56,867
-11.4%
0.90%
-10.7%
Q4 2018$2,511,000
-4.8%
64,187
+9.7%
1.00%
+5.1%
Q3 2018$2,637,000
+3.0%
58,509
+2.2%
0.96%
-0.5%
Q2 2018$2,560,000
+4.6%
57,257
+9.1%
0.96%
+0.7%
Q1 2018$2,447,000
-4.8%
52,477
-3.5%
0.95%
-6.6%
Q4 2017$2,570,000
-0.9%
54,377
-1.7%
1.02%
-5.7%
Q3 2017$2,593,000
-1.0%
55,328
-6.4%
1.08%
-6.4%
Q2 2017$2,620,000
-0.3%
59,105
-5.8%
1.16%
-7.7%
Q1 2017$2,627,000
+15.4%
62,767
+7.0%
1.25%
+16.7%
Q4 2016$2,277,000
+5.7%
58,658
+7.2%
1.07%
+4.9%
Q3 2016$2,154,000
+13.4%
54,705
+8.8%
1.02%
+8.5%
Q2 2016$1,899,000
+8.8%
50,258
+12.6%
0.94%
+6.4%
Q1 2016$1,746,000
+0.9%
44,644
+3.4%
0.89%
-3.5%
Q4 2015$1,731,000
-5.2%
43,156
-5.9%
0.92%
-7.3%
Q3 2015$1,826,000
-9.6%
45,877
-0.6%
0.99%
-4.7%
Q2 2015$2,019,000
-5.3%
46,176
-4.1%
1.04%
-4.2%
Q1 2015$2,132,000
+6.1%
48,159
+1.9%
1.08%
+3.7%
Q4 2014$2,010,00047,2551.05%
Other shareholders
ISHARES TR shareholders Q1 2021
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