INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 201 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$115,000
-52.1%
979
-51.9%
0.03%
-46.0%
Q2 2020$240,000
-55.0%
2,037
-56.1%
0.05%
-59.3%
Q1 2020$533,000
+427.7%
4,645
+416.1%
0.12%
+485.7%
Q4 2019$101,000
-1.0%
9000.0%0.02%
-4.5%
Q3 2019$102,000
-8.9%
900
-10.0%
0.02%
-8.3%
Q2 2019$112,000
-8.9%
1,000
-10.1%
0.02%
-7.7%
Q1 2019$123,000
+2.5%
1,1120.0%0.03%
-3.7%
Q4 2018$120,000
-76.0%
1,112
-76.1%
0.03%
-72.7%
Q3 2018$500,000
-2.0%
4,655
-1.6%
0.10%
-6.6%
Q2 2018$510,000
-7.6%
4,731
-7.1%
0.11%
-9.4%
Q1 2018$552,0005,0940.12%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders