Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 178 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.43 and the average weighting 0.2%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$478,064
-5.6%
10,0160.0%0.01%
+8.3%
Q2 2023$506,209
+3.2%
10,016
+2.2%
0.01%
-7.7%
Q1 2023$490,276
+10.4%
9,8020.0%0.01%
-7.1%
Q4 2022$443,933
+20.6%
9,802
+0.5%
0.01%
+55.6%
Q3 2022$368,000
-11.8%
9,7580.0%0.01%
-18.2%
Q2 2022$417,000
-12.6%
9,758
+2.8%
0.01%
-8.3%
Q1 2022$477,000
-7.6%
9,490
+0.1%
0.01%
-20.0%
Q4 2021$516,000
+5.5%
9,479
+1.1%
0.02%
+15.4%
Q3 2021$489,000
-2.2%
9,3730.0%0.01%
-13.3%
Q2 2021$500,000
+8.0%
9,373
+1.6%
0.02%
-11.8%
Q1 2021$463,000
+4.8%
9,2250.0%0.02%
-15.0%
Q4 2020$442,000
+15.4%
9,225
+0.8%
0.02%0.0%
Q3 2020$383,000
+3.8%
9,1560.0%0.02%
-13.0%
Q2 2020$369,000
+15.7%
9,156
+1.2%
0.02%
-17.9%
Q1 2020$319,000
-24.8%
9,0460.0%0.03%
-6.7%
Q4 2019$424,000
+9.3%
9,046
+0.6%
0.03%
+36.4%
Q3 2019$388,000
-10.4%
8,988
-8.6%
0.02%
-63.9%
Q2 2019$433,000
+3.8%
9,837
+2.3%
0.06%
-14.1%
Q1 2019$417,0009,6120.07%
Other shareholders
ISHARES TR shareholders Q4 2022
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