White Lighthouse Investment Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 186 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 2.34 and the average weighting 0.3%.

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 Q2 2018
NameSharesValueWeighting ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders