KWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,901,611
-4.0%
116,365
+0.6%
2.25%
-2.5%
Q2 2023$18,652,765
+10.7%
115,719
+4.2%
2.31%
+1.5%
Q1 2023$16,854,769
+5.8%
111,062
+1.1%
2.28%
+0.5%
Q4 2022$15,934,054
+12.3%
109,837
-0.5%
2.26%
+3.7%
Q3 2022$14,194,000
-4.6%
110,439
+2.1%
2.18%
-2.5%
Q2 2022$14,873,000
-10.8%
108,197
+1.1%
2.24%
-2.0%
Q1 2022$16,668,000
+1.7%
107,038
+2.3%
2.29%
+3.1%
Q4 2021$16,394,000
+8.0%
104,664
+0.2%
2.22%
+0.1%
Q3 2021$15,186,000
+2.4%
104,430
+3.0%
2.22%
-0.4%
Q2 2021$14,827,000
+7.8%
101,373
+4.1%
2.22%
+1.5%
Q1 2021$13,748,000
-3.7%
97,336
-12.7%
2.19%
-14.1%
Q4 2020$14,279,000
-19.0%
111,536
-28.9%
2.55%
-28.5%
Q3 2020$17,639,000
+0.7%
156,864
-3.1%
3.57%
-5.8%
Q2 2020$17,515,000
+11.1%
161,865
-1.2%
3.79%
-10.1%
Q1 2020$15,768,000
-45.6%
163,822
-26.4%
4.22%
-33.7%
Q4 2019$28,975,000
+5.1%
222,734
-3.8%
6.36%
-4.0%
Q3 2019$27,571,000
+4.7%
231,415
+2.4%
6.62%
+4.4%
Q2 2019$26,332,000
+6.8%
225,887
+3.3%
6.34%
+3.7%
Q1 2019$24,658,000
+22.1%
218,716
+9.6%
6.12%
+10.7%
Q4 2018$20,189,000
-9.9%
199,612
+3.2%
5.52%
-3.6%
Q3 2018$22,406,000
+15.6%
193,421
+9.9%
5.73%
+8.0%
Q2 2018$19,381,000
+8.4%
175,980
+7.6%
5.30%
+0.7%
Q1 2018$17,887,000
-0.2%
163,591
+4.3%
5.27%
-2.4%
Q4 2017$17,917,000
+15.7%
156,840
+9.3%
5.40%
+5.7%
Q3 2017$15,485,000
+7.7%
143,496
+4.7%
5.10%
+0.4%
Q2 2017$14,378,000
+11.9%
136,990
+10.9%
5.08%
+2.5%
Q1 2017$12,852,000
+32.3%
123,525
+28.9%
4.96%
+17.4%
Q4 2016$9,716,000
+43.5%
95,842
+34.4%
4.23%
+28.4%
Q3 2016$6,771,000
+25.4%
71,304
+22.7%
3.29%
+12.7%
Q2 2016$5,399,000
+36.9%
58,111
+32.5%
2.92%
+25.8%
Q1 2016$3,944,000
+40.4%
43,856
+38.2%
2.32%
+22.3%
Q4 2015$2,810,000
+59.3%
31,737
+51.2%
1.90%
+42.8%
Q3 2015$1,764,000
+57.6%
20,988
+72.9%
1.33%
+62.3%
Q2 2015$1,119,000
+120.3%
12,137
+127.4%
0.82%
+101.7%
Q1 2015$508,000
+34.4%
5,338
+31.2%
0.41%
+28.9%
Q4 2014$378,0004,0680.32%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 427,525$62,170,00022.52%
LPWM LLC 227,077$33,473,00019.88%
Halpern Financial, Inc. 203,252$29,556,91113.70%
LVZ, Inc. 592,030$86,093,00012.32%
Praetorian Wealth Management, Inc. 226,051$32,872,00011.14%
Powell Investment Advisors, LLC 121,850$17,719,00010.94%
FINANCIAL LIFE ADVISORS 160,547$23,347,0009.77%
MMA ASSET MANAGEMENT LLC 87,714$12,755,0009.74%
AMARILLO NATIONAL BANK 318,313$46,289,0009.62%
Strategic Wealth Partners Group, LLC 346,583$50,400,0009.60%
View complete list of ISHARES TR shareholders