White Lighthouse Investment Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 192 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 6.37 and the average weighting 0.2%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$339,000
+9.0%
7,227
+0.7%
0.12%
-0.8%
Q3 2019$311,000
-1.6%
7,1800.0%0.12%
-5.3%
Q2 2019$316,000
+3.9%
7,180
+2.6%
0.13%
-5.7%
Q1 2019$304,000
-30.6%
7,000
-37.4%
0.14%
-41.9%
Q4 2018$438,000
-12.6%
11,190
+0.7%
0.24%
-5.9%
Q3 2018$501,000
-7.4%
11,109
-8.3%
0.26%
-13.8%
Q2 2018$541,000
-28.6%
12,109
-25.5%
0.30%
-31.7%
Q1 2018$758,000
-3.7%
16,258
-2.4%
0.44%
-3.8%
Q4 2017$787,00016,6580.45%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders