ROPES WEALTH ADVISORS LLC - 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
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 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