INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 200 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q2 2019
NameSharesValueWeighting ↓
Maxim Capital Management LLC 167,567$19,758,00017.65%
Braun-Bostich & Associates Inc. 112,097$13,196,00012.88%
GERMAN AMERICAN BANCORP, INC. 362,071$42,623,00011.28%
MERIDIAN MANAGEMENT CO 194,703$22,920,0009.39%
Strategic Financial Services, Inc. 602,462$70,922,0007.88%
Advisor OS, LLC 112,097$13,196,0007.87%
Hilton Capital Management, LLC 444,327$52,306,0006.52%
TRUE Private Wealth Advisors 219,286$25,814,0004.72%
NORTHWEST INVESTMENT COUNSELORS, LLC 100,713$11,856,0004.56%
Graypoint LLC 148,628$17,497,0003.99%
View complete list of ISHARES TR shareholders