Tolleson Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,126
-4.0%
13,7420.0%0.51%
-4.1%
Q2 2023$2,215
+6.2%
13,7420.0%0.53%
-0.9%
Q1 2023$2,085
+4.6%
13,7420.0%0.54%
-0.2%
Q4 2022$1,994
-99.9%
13,7420.0%0.54%
+1.5%
Q3 2022$1,766,000
-6.5%
13,7420.0%0.53%
-0.4%
Q2 2022$1,889,000
-11.7%
13,7420.0%0.53%
-15.9%
Q1 2022$2,140,000
-0.6%
13,7420.0%0.64%
+9.7%
Q4 2021$2,152,000
+7.7%
13,7420.0%0.58%
+2.5%
Q3 2021$1,998,000
-1.5%
13,7420.0%0.56%
+3.3%
Q2 2021$2,029,000
+4.5%
13,7420.0%0.55%
-6.7%
Q1 2021$1,941,000
-30.1%
13,742
-36.6%
0.59%
-36.3%
Q4 2020$2,776,000
+13.9%
21,6850.0%0.92%
-6.6%
Q3 2020$2,438,000
+3.9%
21,6850.0%0.98%
-4.1%
Q2 2020$2,347,000
+12.5%
21,6850.0%1.03%
+12.6%
Q1 2020$2,087,000
-26.0%
21,6850.0%0.91%
-33.2%
Q4 2019$2,821,000
+9.2%
21,6850.0%1.37%
-3.0%
Q3 2019$2,584,000
+1.7%
21,685
-0.5%
1.41%
-19.5%
Q2 2019$2,540,000
-1.1%
21,790
-4.4%
1.75%
-1.6%
Q1 2019$2,569,000
+11.5%
22,7900.0%1.78%
+31.1%
Q4 2018$2,305,00022,7901.36%
Other shareholders
ISHARES TR shareholders Q4 2018
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