Crewe Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.

Quarter-by-quarter ownership
Crewe Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$162,917
+51.8%
1,059
+59.0%
0.03%
+86.7%
Q2 2023$107,353
-52.7%
666
-55.5%
0.02%
-54.5%
Q1 2023$227,033
+4.6%
1,4960.0%0.03%
-2.9%
Q4 2022$217,025
+13.0%
1,4960.0%0.03%
-2.9%
Q3 2022$192,000
+31.5%
1,496
+41.0%
0.04%
+9.4%
Q2 2022$146,000
+40.4%
1,061
+59.1%
0.03%
+60.0%
Q1 2022$104,000
+1385.7%
667
+1382.2%
0.02%
+1900.0%
Q4 2021$7,0000.0%450.0%0.00%
-50.0%
Q3 2021$7,0000.0%450.0%0.00%0.0%
Q2 2021$7,000
+16.7%
450.0%0.00%
+100.0%
Q1 2021$6,0000.0%450.0%0.00%
-50.0%
Q4 2020$6,000
-89.3%
45
-91.0%
0.00%
-92.3%
Q3 2020$56,000
-81.4%
499
-82.1%
0.03%
-82.3%
Q2 2020$301,000
+12.3%
2,7810.0%0.15%
-8.1%
Q1 2020$268,000
-53.5%
2,781
-37.2%
0.16%
-36.5%
Q4 2019$576,000
-23.9%
4,431
-30.3%
0.25%
-27.6%
Q3 2019$757,000
+2.2%
6,3550.0%0.35%
+44.4%
Q2 2019$741,000
+3.5%
6,3550.0%0.24%
+7.1%
Q1 2019$716,000
+11.4%
6,3550.0%0.22%
+10.3%
Q4 2018$643,000
-12.6%
6,3550.0%0.20%
-67.3%
Q3 2018$736,000
+5.1%
6,3550.0%0.62%
-4.2%
Q2 2018$700,000
-6.3%
6,355
-6.9%
0.65%
-11.3%
Q1 2018$747,000
-7.1%
6,828
-3.0%
0.73%
-6.9%
Q4 2017$804,0007,0360.79%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders