Baldrige Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 162 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$18
-28.0%
353
-34.8%
0.01%
-36.4%
Q4 2022$25
-99.9%
5410.0%0.01%
+10.0%
Q3 2022$20,000
-13.0%
5410.0%0.01%
-9.1%
Q2 2022$23,000
-14.8%
5410.0%0.01%0.0%
Q1 2022$27,000
-6.9%
5410.0%0.01%0.0%
Q4 2021$29,000
+3.6%
5410.0%0.01%
-8.3%
Q3 2021$28,000
-3.4%
5410.0%0.01%
-7.7%
Q2 2021$29,0005410.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders