SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,533,928
-4.6%
16,4710.0%0.24%
-2.4%
Q2 2023$2,654,991
+6.2%
16,471
+0.0%
0.24%
-9.6%
Q1 2023$2,499,201
+4.8%
16,468
+0.2%
0.27%
-4.2%
Q4 2022$2,383,640
+12.9%
16,431
+0.1%
0.28%
-5.0%
Q3 2022$2,111,000
-11.2%
16,422
+0.0%
0.30%
-4.2%
Q2 2022$2,378,000
+990.8%
16,420
+1070.3%
0.31%
+401.6%
Q1 2022$218,000
-0.9%
1,403
+0.1%
0.06%
+5.1%
Q4 2021$220,000
+8.4%
1,402
+0.1%
0.06%
+13.5%
Q3 2021$203,000
-28.0%
1,400
-26.9%
0.05%
-30.7%
Q2 2021$282,000
+43.1%
1,914
+36.7%
0.08%
+29.3%
Q1 2021$197,000
+10.1%
1,400
+0.2%
0.06%
+7.4%
Q4 2020$179,000
+175.4%
1,397
+140.9%
0.05%
+184.2%
Q3 2020$65,000
+4.8%
580
+0.5%
0.02%
-17.4%
Q2 2020$62,000
-94.4%
577
-95.0%
0.02%
-94.4%
Q1 2020$1,117,000
+16.8%
11,602
+57.9%
0.41%
+19.7%
Q4 2019$956,000
+44.8%
7,346
+32.5%
0.35%
+18.5%
Q3 2019$660,000
-99.9%
5,543
+9.4%
0.29%
-2.3%
Q2 2019$590,410,000
+118456.2%
5,065
+14.8%
0.30%
+43.8%
Q1 2019$498,000
+9860.0%
4,413
+9093.8%
0.21%
+10300.0%
Q3 2017$5,000480.00%
Other shareholders
ISHARES TR shareholders Q4 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