White Lighthouse Investment Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$448,000
-13.8%
3,035
-17.6%
0.12%
-22.6%
Q1 2021$520,000
-18.1%
3,682
-25.8%
0.16%
-21.7%
Q4 2020$635,000
+3.6%
4,960
-9.0%
0.20%
-4.2%
Q3 2020$613,000
+3.9%
5,4500.0%0.21%
-2.3%
Q2 2020$590,000
+14.3%
5,450
+1.7%
0.22%
+0.5%
Q1 2020$516,000
-35.6%
5,360
-13.0%
0.22%
-26.5%
Q4 2019$801,000
-0.4%
6,160
-8.8%
0.29%
-9.3%
Q3 2019$804,000
-2.2%
6,752
-4.3%
0.32%
-5.5%
Q2 2019$822,000
+3.4%
7,0520.0%0.34%
-6.0%
Q1 2019$795,000
+7.7%
7,052
-3.3%
0.36%
-9.9%
Q4 2018$738,000
-12.7%
7,2920.0%0.40%
-6.0%
Q3 2018$845,000
+3.6%
7,292
-1.6%
0.43%
-3.8%
Q2 2018$816,000
+0.7%
7,4120.0%0.45%
-3.4%
Q1 2018$810,000
-1.8%
7,412
+2.7%
0.46%
-2.1%
Q4 2017$825,0007,2200.47%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 405,131$62,325,35923.11%
Quantitative Strategies, Inc. 187,158$28,792,37219.37%
Foundation Wealth Management, LLC 121,130$18,634,50518.62%
LPWM LLC 254,891$38,975,31217.52%
Halpern Financial, Inc. 281,683$43,334,11814.96%
Praetorian Wealth Management, Inc. 283,325$43,586,71813.85%
Powell Investment Advisors, LLC 138,335$21,397,62212.86%
FINANCIAL LIFE ADVISORS 177,823$27,356,34411.77%
LVZ, Inc. 458,002$70,459,04411.36%
INSTRUMENTAL WEALTH, LLC 58,076$9,034,94510.55%
View complete list of ISHARES TR shareholders