Rice Partnership, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.

Quarter-by-quarter ownership
Rice Partnership, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$44,921
-4.6%
2920.0%0.01%0.0%
Q2 2023$47,067
+6.2%
2920.0%0.01%0.0%
Q1 2023$44,314
+4.6%
2920.0%0.01%0.0%
Q4 2022$42,360
+11.5%
2920.0%0.01%
+8.3%
Q3 2022$38,000
-5.0%
2920.0%0.01%
-14.3%
Q2 2022$40,000
-11.1%
2920.0%0.01%
+7.7%
Q1 2022$45,000
-2.2%
2920.0%0.01%0.0%
Q4 2021$46,000
+9.5%
2920.0%0.01%0.0%
Q3 2021$42,000
-2.3%
2920.0%0.01%
-7.1%
Q2 2021$43,000
+4.9%
2920.0%0.01%
-6.7%
Q1 2021$41,000
+10.8%
2920.0%0.02%
+7.1%
Q4 2020$37,000
+12.1%
2920.0%0.01%0.0%
Q3 2020$33,000
+3.1%
2920.0%0.01%
-12.5%
Q2 2020$32,000
+14.3%
2920.0%0.02%
-15.8%
Q1 2020$28,000
-26.3%
2920.0%0.02%
-9.5%
Q4 2019$38,000
+8.6%
2920.0%0.02%
-4.5%
Q3 2019$35,000
+2.9%
2920.0%0.02%
-4.3%
Q2 2019$34,0002920.02%
Other shareholders
ISHARES TR shareholders Q3 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