UBP Investment Advisors SA - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.

Quarter-by-quarter ownership
UBP Investment Advisors SA ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$5,750,000
+1123.4%
228,820
+7527.3%
2.14%
+1150.9%
Q4 2021$470,000
+6.8%
3,0000.0%0.17%0.0%
Q3 2021$440,0000.0%3,0000.0%0.17%
+4.9%
Q2 2021$440,000
+4.8%
3,0000.0%0.16%
-5.2%
Q1 2021$420,000
+9.4%
3,0000.0%0.17%
-13.1%
Q4 2020$384,000
+13.9%
3,0000.0%0.20%
-23.8%
Q3 2020$337,000
+3.7%
3,0000.0%0.26%
+0.4%
Q2 2020$325,000
+12.5%
3,0000.0%0.26%
-0.8%
Q1 2020$289,000
-25.9%
3,0000.0%0.26%
-14.4%
Q4 2019$390,000
+9.2%
3,0000.0%0.30%
+5.2%
Q3 2019$357,000
-17.2%
3,000
-18.9%
0.29%
-25.4%
Q2 2019$431,000
-15.0%
3,700
-17.8%
0.39%
-18.1%
Q1 2019$507,000
+11.4%
4,5000.0%0.48%
-1.5%
Q4 2018$455,000
-14.6%
4,500
-2.2%
0.48%
-5.3%
Q3 2018$533,000
+6.0%
4,5990.0%0.51%
-14.2%
Q2 2018$503,0000.0%4,5990.0%0.59%
+9.2%
Q1 2018$503,000
-2.1%
4,599
+2.2%
0.54%
-10.5%
Q4 2017$514,0004,5000.61%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 467,574$59,859,00023.71%
LPWM LLC 208,165$26,649,00019.89%
Willis Johnson & Associates, Inc. 622,357$79,674,00013.30%
MMA ASSET MANAGEMENT LLC 91,276$11,685,00011.36%
Powell Investment Advisors, LLC 115,050$14,729,00011.20%
Halpern Financial, Inc. 160,532$20,551,31110.69%
Praetorian Wealth Management, Inc. 211,425$27,066,00010.34%
FINANCIAL LIFE ADVISORS 145,813$18,666,0009.66%
Strategic Wealth Partners Group, LLC 350,915$44,924,0009.53%
AMARILLO NATIONAL BANK 266,126$34,069,0009.32%
View complete list of ISHARES TR shareholders