Roble, Belko & Company, Inc - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
Roble, Belko & Company, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,720
-2.5%
11,181
+2.2%
0.35%
+0.6%
Q2 2023$1,764
+6.2%
10,9450.0%0.35%
+3.2%
Q1 2023$1,661
+4.6%
10,9450.0%0.34%
+0.3%
Q4 2022$1,588
-99.9%
10,9450.0%0.34%
-1.2%
Q3 2022$1,407,000
-6.4%
10,9450.0%0.34%0.0%
Q2 2022$1,504,000
-11.7%
10,9450.0%0.34%
+5.6%
Q1 2022$1,704,000
-0.6%
10,9450.0%0.32%
+0.6%
Q4 2021$1,714,000
+7.7%
10,9450.0%0.32%
-1.8%
Q3 2021$1,592,000
-1.5%
10,9450.0%0.33%
-10.1%
Q2 2021$1,616,000
+4.5%
10,9450.0%0.36%
-2.1%
Q1 2021$1,546,000
+10.3%
10,9450.0%0.37%
+2.2%
Q4 2020$1,401,000
+13.8%
10,9450.0%0.36%
+1.1%
Q3 2020$1,231,000
+4.0%
10,9450.0%0.36%
+1.7%
Q2 2020$1,184,000
+12.4%
10,9450.0%0.36%
+4.4%
Q1 2020$1,053,000
-26.1%
10,9450.0%0.34%
-13.7%
Q4 2019$1,424,000
+9.2%
10,9450.0%0.39%
+2.9%
Q3 2019$1,304,000
+2.2%
10,9450.0%0.38%
-2.8%
Q2 2019$1,276,000
+3.4%
10,9450.0%0.39%
-6.9%
Q1 2019$1,234,000
+11.5%
10,9450.0%0.42%
-0.5%
Q4 2018$1,107,000
-12.7%
10,9450.0%0.42%
-8.0%
Q3 2018$1,268,000
+5.2%
10,9450.0%0.46%
+0.7%
Q2 2018$1,205,000
+0.7%
10,9450.0%0.46%
-1.3%
Q1 2018$1,197,000
-4.2%
10,9450.0%0.46%
-8.8%
Q4 2017$1,250,000
+5.8%
10,9450.0%0.51%
-2.5%
Q3 2017$1,181,000
+2.8%
10,9450.0%0.52%
-5.1%
Q2 2017$1,149,000
+0.9%
10,9450.0%0.55%
-2.3%
Q1 2017$1,139,000
+2.6%
10,9450.0%0.56%
-2.9%
Q4 2016$1,110,000
+6.8%
10,9450.0%0.58%
+4.5%
Q3 2016$1,039,000
+2.2%
10,9450.0%0.56%
-1.2%
Q2 2016$1,017,000
+3.4%
10,9450.0%0.56%
+1.1%
Q1 2016$984,000
+1.5%
10,9450.0%0.56%
-4.5%
Q4 2015$969,000
+5.3%
10,9450.0%0.58%
+3.4%
Q3 2015$920,000
-8.8%
10,9450.0%0.56%
-3.6%
Q2 2015$1,009,000
-0.4%
10,9450.0%0.58%
-1.3%
Q1 2015$1,013,00010,9450.59%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Scottrade Investment Management 1,975,903$187,632,00025.96%
HOME FEDERAL BANK OF TENNESSEE 461,553$43,829,00025.70%
Miracle Mile Advisors, LLC 521,000$49,474,00012.35%
Valmark Advisers, Inc. 4,755,045$451,539,00011.28%
Regal Wealth Group, Inc. 120,233$11,417,00010.36%
FIRST HAWAIIAN BANK 576,446$54,739,0009.33%
PHILLIPS FINANCIAL MANAGEMENT, LLC 343,316$32,134,0008.54%
LVZ, Inc. 212,461$20,175,0008.28%
ETF Portfolio Partners, Inc. 98,696$9,372,0007.47%
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 121,012$11,491,0007.37%
View complete list of ISHARES TR shareholders