CARY STREET PARTNERS INVESTMENT ADVISORY 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
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$891,072
-6.0%
5,792
-1.5%
0.05%
-21.3%
Q2 2023$947,507
+7.6%
5,878
+1.3%
0.06%
-3.2%
Q1 2023$880,190
+1.6%
5,800
-2.9%
0.06%
-1.6%
Q4 2022$866,569
+3.4%
5,973
-8.4%
0.06%
-7.2%
Q3 2022$838,000
+0.2%
6,520
+7.3%
0.07%
-2.8%
Q2 2022$836,000
+84.1%
6,079
+108.3%
0.07%
-43.2%
Q1 2022$454,000
+13.8%
2,918
+14.5%
0.12%
+12.6%
Q4 2021$399,000
+35.3%
2,549
+25.8%
0.11%
+14.4%
Q3 2021$295,000
+19.9%
2,026
+21.4%
0.10%
+21.2%
Q2 2021$246,000
+4.2%
1,669
+0.1%
0.08%
-17.5%
Q1 2021$236,000
-3.7%
1,668
-13.0%
0.10%
+106.4%
Q4 2020$245,000
+18.4%
1,917
+4.1%
0.05%
+6.8%
Q3 2020$207,000
-14.8%
1,842
-27.1%
0.04%
-92.2%
Q1 2020$243,000
-36.7%
2,528
-14.3%
0.57%
+34.7%
Q4 2019$384,000
+2.1%
2,951
-20.7%
0.42%
+15.0%
Q4 2018$376,0003,7230.37%
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