Graypoint LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.

Quarter-by-quarter ownership
Graypoint LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,480,941
-7.0%
48,628
-2.6%
0.70%
-12.1%
Q2 2023$8,046,226
+3.3%
49,918
-2.8%
0.80%
-5.3%
Q1 2023$7,790,916
+0.3%
51,337
-4.1%
0.84%
-8.7%
Q4 2022$7,764,971
+15.7%
53,526
+2.5%
0.93%
+7.3%
Q3 2022$6,713,000
-6.5%
52,236
+0.0%
0.86%
-6.3%
Q2 2022$7,177,000
-17.4%
52,214
-6.4%
0.92%
+7.2%
Q1 2022$8,688,000
+15.6%
55,795
+16.3%
0.86%
+9.1%
Q4 2021$7,513,000
+8.6%
47,965
+0.8%
0.79%
-7.3%
Q3 2021$6,917,000
-1.5%
47,566
+0.0%
0.85%
-9.0%
Q2 2021$7,022,000
-5.6%
47,564
-93.8%
0.93%
-17.7%
Q1 2021$7,437,000
+29.1%
761,312
+1592.0%
1.13%
+13.3%
Q4 2020$5,760,000
-11.2%
44,996
-22.0%
1.00%
-20.0%
Q3 2020$6,484,000
-5.1%
57,660
-8.7%
1.25%
-19.5%
Q2 2020$6,832,000
+7.2%
63,135
-4.7%
1.56%
-12.4%
Q1 2020$6,373,00066,2221.78%
Other shareholders
ISHARES TR shareholders Q2 2020
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