Curtis Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
Curtis Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$302,142
-4.6%
1,9640.0%0.10%
-1.0%
Q2 2023$316,577
+6.2%
1,9640.0%0.10%
-7.3%
Q1 2023$298,057
+4.6%
1,9640.0%0.11%
-4.4%
Q4 2022$284,917
+13.1%
1,9640.0%0.11%
+9.6%
Q3 2022$252,000
-6.7%
1,9640.0%0.10%
-2.8%
Q2 2022$270,000
-11.8%
1,9640.0%0.11%
+3.9%
Q1 2022$306,000
-0.6%
1,9640.0%0.10%
+2.0%
Q4 2021$308,000
+7.7%
1,9640.0%0.10%
-2.9%
Q3 2021$286,000
-1.4%
1,9640.0%0.10%
-17.5%
Q2 2021$290,000
+4.7%
1,9640.0%0.13%
+2.4%
Q1 2021$277,000
+10.4%
1,9640.0%0.12%
+0.8%
Q4 2020$251,000
+13.6%
1,9640.0%0.12%
-6.2%
Q3 2020$221,000
+3.8%
1,9640.0%0.13%
-15.0%
Q2 2020$213,000
-16.5%
1,9640.0%0.15%
+4.1%
Q4 2019$255,0001,9640.15%
Other shareholders
ISHARES TR shareholders Q2 2022
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