Measured Wealth Private Client Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.

Quarter-by-quarter ownership
Measured Wealth Private Client Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$250,000
-0.8%
1,6080.0%0.09%
+3.4%
Q4 2021$252,000
+7.7%
1,6080.0%0.09%
-1.1%
Q3 2021$234,000
-1.3%
1,6080.0%0.09%
+20.0%
Q2 2021$237,000
+4.4%
1,6080.0%0.08%
-7.4%
Q1 2021$227,000
+10.2%
1,6080.0%0.08%
-5.8%
Q4 2020$206,000
-18.6%
1,608
-17.2%
0.09%
-49.1%
Q4 2019$253,000
-28.3%
1,942
-34.5%
0.17%
-25.9%
Q3 2019$353,000
-25.1%
2,967
-26.5%
0.23%
-16.2%
Q2 2019$471,000
-9.2%
4,036
-12.2%
0.27%
-15.0%
Q1 2019$519,000
+26.9%
4,599
+13.6%
0.32%
-13.7%
Q4 2018$409,000
-15.7%
4,048
-3.6%
0.37%
+27.5%
Q3 2018$485,000
+90.9%
4,199
+82.0%
0.29%
+40.6%
Q2 2018$254,0002,3070.21%
Other shareholders
ISHARES TR shareholders Q4 2019
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