WealthBridge Investment Counsel Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 149 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthBridge Investment Counsel Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,024
-1.6%
18,7000.0%0.39%
+1.6%
Q1 2024$1,041
-1.3%
18,700
-6.3%
0.39%
-8.5%
Q4 2023$1,055
+10.8%
19,9500.0%0.42%
+1.7%
Q3 2023$952
-6.3%
19,950
-0.7%
0.42%
-3.0%
Q2 2023$1,016
+1.1%
20,1000.0%0.43%
-3.8%
Q1 2023$1,005
-3.2%
20,100
-12.3%
0.44%
-2.0%
Q4 2022$1,038
-99.9%
22,910
-12.4%
0.45%
-12.7%
Q3 2022$987,000
-15.2%
26,145
-4.0%
0.52%
-11.9%
Q2 2022$1,164,000
-22.1%
27,245
-8.4%
0.59%
-10.6%
Q1 2022$1,494,000
-18.8%
29,745
-12.1%
0.66%
-15.5%
Q4 2021$1,841,000
-9.4%
33,845
-13.2%
0.78%
-14.5%
Q3 2021$2,032,000
-11.7%
38,995
-9.7%
0.91%
-10.4%
Q2 2021$2,302,000
+17.3%
43,195
+10.6%
1.02%
+6.3%
Q1 2021$1,962,000
+4.9%
39,0450.0%0.96%
-2.0%
Q4 2020$1,871,000
+14.5%
39,0450.0%0.98%
-1.6%
Q3 2020$1,634,000
+3.4%
39,045
-0.3%
1.00%
-5.2%
Q2 2020$1,581,000
+20.5%
39,145
+5.4%
1.05%
-5.7%
Q1 2020$1,312,000
-29.0%
37,145
-5.6%
1.11%
+6.4%
Q4 2019$1,848,00039,3451.05%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
EFG Asset Management (Americas) Corp. 349,736$14,889,0009.69%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 137,334$5,841,0004.09%
Lattice Strategies LLC 167,706$7,133,0003.96%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 319,189$13,575,0003.73%
Round Table Services, LLC 102,635$4,365,0003.44%
Stelac Advisory Services LLC 230,992$9,824,0002.88%
Ruggie Capital Group 57,453$2,443,0002.24%
DT Investment Partners, LLC 163,494$6,953,0002.18%
Palisades Hudson Asset Management, L.P. 50,063$2,129,0001.67%
Callan Capital, LLC 164,856$7,011,0001.59%
View complete list of ISHARES TR shareholders