Clear Perspective Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 198 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Clear Perspective Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$528,000
-1.1%
4,6380.0%0.16%
-12.6%
Q3 2021$534,000
-0.4%
4,6380.0%0.18%
-1.6%
Q2 2021$536,000
-41.2%
4,638
-41.5%
0.19%
-47.8%
Q1 2021$911,000
+66.8%
7,932
+71.0%
0.36%
+59.6%
Q4 2020$546,000
-68.4%
4,6380.0%0.22%
-72.5%
Q3 2020$1,728,000
+216.5%
4,6380.0%0.81%
+172.1%
Q2 2020$546,000
+2.6%
4,6380.0%0.30%
-16.1%
Q1 2020$532,000
+1.7%
4,6380.0%0.36%
+9.6%
Q4 2019$523,000
-0.4%
4,6380.0%0.32%
+36.1%
Q3 2019$525,000
+0.8%
4,6380.0%0.24%
-28.7%
Q2 2019$521,000
+2.0%
4,6380.0%0.33%
-8.0%
Q1 2019$511,000
+1.8%
4,6380.0%0.36%
-12.9%
Q4 2018$502,000
+41.4%
4,638
+41.6%
0.42%
+57.4%
Q1 2018$355,000
-1.1%
3,2750.0%0.26%
-3.3%
Q4 2017$359,000
-1.1%
3,2750.0%0.27%
-7.4%
Q3 2017$363,0003,2750.30%
Other shareholders
ISHARES TR shareholders Q3 2020
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