Personal Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 725 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
Personal Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$3,364,000
-5.6%
21,605
-5.0%
1.47%
-0.2%
Q4 2021$3,563,000
-4.5%
22,747
-11.3%
1.47%
-6.5%
Q3 2021$3,731,000
-5.4%
25,659
-3.9%
1.57%
-1.1%
Q2 2021$3,942,000
-1.4%
26,698
-5.7%
1.59%
-11.9%
Q1 2021$3,998,000
-40.8%
28,308
-46.4%
1.80%
-42.9%
Q4 2020$6,755,000
+5.4%
52,765
-7.4%
3.16%
-6.1%
Q3 2020$6,411,000
-14.6%
57,012
-17.8%
3.36%
-18.3%
Q2 2020$7,509,000
-26.3%
69,395
-34.5%
4.12%
-32.8%
Q1 2020$10,194,000
-28.1%
105,914
-2.8%
6.13%
+0.3%
Q4 2019$14,174,000
+28.9%
108,957
+18.0%
6.11%
+20.3%
Q3 2019$10,996,000
+9.1%
92,299
+6.8%
5.08%
+5.4%
Q2 2019$10,075,000
+5.5%
86,430
+2.0%
4.81%
-5.2%
Q1 2019$9,554,00084,7465.08%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders