Evolution Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$217,530
-8.8%
1,414
-4.4%
0.05%
-7.5%
Q2 2023$238,400
+6.2%
1,4790.0%0.05%
-1.9%
Q1 2023$224,453
+230.1%
1,479
+215.4%
0.05%
+260.0%
Q3 2021$68,000
-97.4%
469
-97.4%
0.02%
-97.2%
Q2 2021$2,657,000
-0.0%
17,995
-4.4%
0.54%
-8.9%
Q1 2021$2,658,000
+7.4%
18,820
-2.7%
0.59%
+6.3%
Q4 2020$2,476,000
-56.7%
19,340
-62.0%
0.56%
-64.3%
Q3 2020$5,718,000
+3.5%
50,845
-0.4%
1.56%
-13.7%
Q2 2020$5,526,000
+32.3%
51,065
+17.7%
1.81%
+7.4%
Q1 2020$4,177,000
-25.1%
43,399
+1.2%
1.69%
+20.8%
Q4 2019$5,579,000
+7.3%
42,885
-1.8%
1.40%
-43.6%
Q3 2019$5,200,000
+2.5%
43,650
+0.3%
2.48%
+13.1%
Q2 2019$5,071,000
+2.7%
43,505
-0.7%
2.19%
-3.4%
Q1 2019$4,938,000
+4.7%
43,800
-6.1%
2.27%
+5.5%
Q4 2018$4,716,00046,6252.15%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 427,525$62,170,00022.52%
LPWM LLC 227,077$33,473,00019.88%
Halpern Financial, Inc. 203,252$29,556,91113.70%
LVZ, Inc. 592,030$86,093,00012.32%
Praetorian Wealth Management, Inc. 226,051$32,872,00011.14%
Powell Investment Advisors, LLC 121,850$17,719,00010.94%
FINANCIAL LIFE ADVISORS 160,547$23,347,0009.77%
MMA ASSET MANAGEMENT LLC 87,714$12,755,0009.74%
AMARILLO NATIONAL BANK 318,313$46,289,0009.62%
Strategic Wealth Partners Group, LLC 346,583$50,400,0009.60%
View complete list of ISHARES TR shareholders