ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$126,000
+563.2%
2,634
+500.0%
0.02%
+300.0%
Q1 2019$19,000
+11.8%
4390.0%0.01%0.0%
Q4 2018$17,000
-86.0%
439
-83.6%
0.01%
-83.3%
Q3 2018$121,000
+0.8%
2,6850.0%0.03%
-6.2%
Q2 2018$120,000
-4.0%
2,6850.0%0.03%
-5.9%
Q1 2018$125,000
-1.6%
2,6850.0%0.03%
+3.0%
Q4 2017$127,000
+0.8%
2,6850.0%0.03%
-2.9%
Q3 2017$126,000
+240.5%
2,685
+219.6%
0.03%
+240.0%
Q2 2017$37,000
+5.7%
8400.0%0.01%0.0%
Q1 2017$35,000
+6.1%
8400.0%0.01%0.0%
Q4 2016$33,0000.0%8400.0%0.01%
-9.1%
Q3 2016$33,000
+3.1%
8400.0%0.01%0.0%
Q2 2016$32,000
-3.0%
8400.0%0.01%
-26.7%
Q1 2016$33,000
-2.9%
8400.0%0.02%0.0%
Q4 2015$34,000
+3.0%
8400.0%0.02%
-11.8%
Q3 2015$33,000
-55.4%
840
-50.0%
0.02%
-57.5%
Q2 2015$74,0000.0%1,6810.0%0.04%
+5.3%
Q1 2015$74,0001,6810.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
METLIFE INC 11,888$568,8435.80%
Arrow Investment Advisors, LLC 104,313$4,978,8603.98%
KM Capital Management Ltd. 73,283$3,497,7972.39%
One Wealth Advisors, LLC 144,524$6,898,1311.53%
Stelac Advisory Services LLC 58,807$2,807,9771.53%
Providence First Trust Co 55,482$2,648,1561.48%
Barry Investment Advisors, LLC 85,307$4,071,7481.47%
ShoreHaven Wealth Partners, LLC 36,100$1,723,0531.18%
Willis Johnson & Associates, Inc. 224,455$10,713,2501.10%
Palisades Hudson Asset Management, L.P. 41,597$1,9851.09%
View complete list of ISHARES TR shareholders