White Lighthouse Investment Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 727 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
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 Q2 2019
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders