NWAM LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 545 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.8%.

Quarter-by-quarter ownership
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,757,900
-9.6%
11,426
-5.3%
0.18%
+11.2%
Q2 2023$1,945,638
+16.4%
12,070
+9.6%
0.16%
-5.3%
Q1 2023$1,671,314
-6.0%
11,012
-10.1%
0.17%
+7.0%
Q4 2022$1,777,782
+26.4%
12,254
+11.9%
0.16%
+17.9%
Q3 2022$1,407,000
-2.3%
10,948
+4.8%
0.13%
+0.8%
Q2 2022$1,440,000
-17.9%
10,447
-7.3%
0.13%
-1.5%
Q1 2022$1,755,000
+2.3%
11,268
+2.9%
0.14%
-0.7%
Q4 2021$1,716,000
+23.5%
10,955
+14.7%
0.14%
+7.9%
Q3 2021$1,389,000
-79.8%
9,552
-79.5%
0.13%
-80.3%
Q2 2021$6,882,000
+53.6%
46,615
+47.0%
0.64%
+43.0%
Q1 2021$4,480,000
+763.2%
31,719
+682.2%
0.45%
+655.9%
Q4 2020$519,000
+12.8%
4,055
-4.5%
0.06%
-7.8%
Q2 2020$460,000
-16.4%
4,248
-25.6%
0.06%
+326.7%
Q1 2020$550,000
-32.1%
5,713
-8.2%
0.02%
-89.3%
Q4 2019$810,000
+3.4%
6,226
-5.3%
0.14%
-4.8%
Q3 2019$783,000
+31.2%
6,571
+28.3%
0.15%
+23.5%
Q2 2019$597,000
+22.6%
5,122
+18.5%
0.12%
+13.3%
Q1 2019$487,000
+54.6%
4,321
+38.9%
0.10%
+29.6%
Q4 2018$315,000
-3.1%
3,111
+11.0%
0.08%
+11.0%
Q3 2018$325,000
+9.8%
2,802
+4.1%
0.07%
+4.3%
Q2 2018$296,000
-56.0%
2,691
-56.3%
0.07%
-58.8%
Q1 2018$673,000
-31.0%
6,156
-27.9%
0.17%
-31.2%
Q4 2017$976,000
+27.2%
8,544
+20.2%
0.25%
+24.1%
Q3 2017$767,000
+255.1%
7,111
+244.9%
0.20%
+423.7%
Q2 2017$216,000
-11.1%
2,062
-11.8%
0.04%
-48.6%
Q1 2017$243,0002,3380.07%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders