Ironwood Financial, llc - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 145 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ironwood Financial, llc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$240,619
-6.8%
5,041
-1.3%
0.06%
-4.4%
Q2 2023$258,222
+1.1%
5,109
+0.0%
0.07%
-4.2%
Q1 2023$255,506
+7.3%
5,108
-2.9%
0.07%
-4.1%
Q4 2022$238,184
-3.6%
5,259
-19.7%
0.07%
-9.8%
Q3 2022$247,000
+1.6%
6,548
+15.3%
0.08%
+5.1%
Q2 2022$243,000
-11.0%
5,679
+4.4%
0.08%
+1.3%
Q1 2022$273,000
-5.9%
5,438
+2.1%
0.08%
-2.5%
Q4 2021$290,000
+32.4%
5,325
+26.9%
0.08%
+23.4%
Q3 2021$219,000
+29.6%
4,195
+32.0%
0.06%
+25.5%
Q2 2021$169,000
+96.5%
3,178
+85.3%
0.05%
+82.1%
Q1 2021$86,000
+168.8%
1,715
+155.6%
0.03%
+133.3%
Q4 2020$32,000
+68.4%
671
+45.6%
0.01%
+20.0%
Q3 2020$19,0000.0%4610.0%0.01%0.0%
Q2 2020$19,000
+18.8%
4610.0%0.01%
-9.1%
Q1 2020$16,000
-99.1%
461
-98.8%
0.01%
-98.7%
Q4 2019$1,836,000
+6.7%
39,102
-1.7%
0.84%
+1.8%
Q3 2019$1,721,000
-1.9%
39,780
-0.0%
0.83%
-4.1%
Q2 2019$1,754,000
+6.6%
39,790
+4.9%
0.86%
+1.2%
Q1 2019$1,646,000
+16.7%
37,938
+5.3%
0.85%
+7.6%
Q4 2018$1,410,000
-7.8%
36,037
+6.3%
0.79%
-2.6%
Q3 2018$1,529,000
+2.6%
33,917
+1.8%
0.81%
-5.9%
Q2 2018$1,490,000
+0.3%
33,317
+4.6%
0.86%
-46.5%
Q1 2018$1,486,000
+5.5%
31,861
+6.8%
1.61%
+89.9%
Q4 2017$1,409,000
+7.5%
29,819
+6.6%
0.85%
+4.9%
Q3 2017$1,311,000
+6.0%
27,981
+0.2%
0.81%
+1.8%
Q2 2017$1,237,000
+7.8%
27,917
+1.8%
0.80%
+4.5%
Q1 2017$1,148,000
-4.2%
27,425
-11.2%
0.76%
-9.5%
Q4 2016$1,198,000
-13.3%
30,875
-12.0%
0.84%
-15.1%
Q3 2016$1,381,000
-3.4%
35,078
-7.2%
0.99%
-7.2%
Q2 2016$1,429,000
-3.2%
37,814
+0.2%
1.07%
-6.6%
Q1 2016$1,477,000
-1.1%
37,753
+0.6%
1.14%
+55.5%
Q3 2015$1,494,000
-4.2%
37,537
+5.2%
0.74%
-0.7%
Q2 2015$1,560,000
+0.6%
35,665
+1.8%
0.74%
-0.8%
Q1 2015$1,551,000
+8.8%
35,036
+5.0%
0.75%
-5.0%
Q4 2014$1,426,00033,3830.78%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders