Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 173 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$568,226
-6.3%
11,905
-0.8%
0.02%
-13.8%
Q2 2023$606,733
-5.8%
12,005
-6.8%
0.03%
-32.6%
Q1 2023$644,258
-1.6%
12,880
-10.9%
0.04%
-6.5%
Q4 2022$654,440
+11.3%
14,450
-7.2%
0.05%
-4.2%
Q3 2022$588,000
+132.4%
15,565
+189.4%
0.05%
+17.1%
Q4 2019$253,000
+2.8%
5,378
-5.5%
0.04%
-2.4%
Q3 2019$246,000
+16.0%
5,688
+18.3%
0.04%
+2.4%
Q2 2019$212,000
-7.4%
4,810
-9.2%
0.04%
-10.9%
Q1 2019$229,000
+10.6%
5,2950.0%0.05%
-2.1%
Q4 2018$207,0005,2950.05%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders