LEVEL FOUR ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,324,944
-27.0%
21,613
-23.5%
0.21%
-21.9%
Q2 2023$4,555,874
+7.0%
28,264
+0.7%
0.27%
-1.8%
Q1 2023$4,259,751
+4.9%
28,069
+0.2%
0.28%
-7.6%
Q4 2022$4,062,395
+12.9%
28,0030.0%0.30%
-13.7%
Q3 2022$3,599,000
-7.6%
28,003
-1.2%
0.35%
-4.6%
Q2 2022$3,894,000
-11.6%
28,331
+0.2%
0.37%
+6.4%
Q1 2022$4,405,000
+0.8%
28,287
+1.4%
0.34%
+3.6%
Q4 2021$4,368,000
+8.6%
27,886
+0.8%
0.33%
-20.3%
Q3 2021$4,021,000
+10.1%
27,652
+11.8%
0.42%
+65.2%
Q2 2021$3,652,000
+8.7%
24,737
+4.0%
0.25%
-3.1%
Q1 2021$3,359,000
-13.0%
23,785
-21.2%
0.26%
-15.8%
Q4 2020$3,862,000
+22.1%
30,167
+7.3%
0.31%
+27.0%
Q3 2020$3,162,000
+1.5%
28,119
-2.3%
0.24%
+1.2%
Q2 2020$3,114,000
+16.4%
28,772
+3.4%
0.24%
-24.9%
Q1 2020$2,676,000
-25.1%
27,828
+1.3%
0.32%
+127.7%
Q4 2019$3,573,000
+8.9%
27,475
-0.2%
0.14%
-58.4%
Q3 2019$3,281,000
-1.6%
27,537
-3.7%
0.34%
+0.9%
Q2 2019$3,333,000
+1.5%
28,593
-1.9%
0.34%
-7.2%
Q1 2019$3,285,000
-9.3%
29,135
-18.6%
0.36%
-19.7%
Q4 2018$3,620,000
-11.1%
35,792
+1.9%
0.45%
+2.5%
Q3 2018$4,070,000
+5.4%
35,134
+0.2%
0.44%
+56.6%
Q2 2018$3,862,000
+0.9%
35,067
+0.2%
0.28%
-5.4%
Q1 2018$3,828,000
-27.1%
35,011
-23.8%
0.30%
-27.2%
Q4 2017$5,251,000
-2.5%
45,963
-7.9%
0.41%
-14.6%
Q3 2017$5,387,000
+0.4%
49,923
-3.7%
0.48%
-42.1%
Q2 2017$5,364,0000.0%51,8480.0%0.83%
+51.3%
Q1 2017$5,364,000
+10.6%
51,848
+8.4%
0.55%
-11.8%
Q4 2016$4,849,00047,8280.62%
Other shareholders
ISHARES TR shareholders Q3 2018
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