GOFEN & GLOSSBERG LLC /IL/ - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.

Quarter-by-quarter ownership
GOFEN & GLOSSBERG LLC /IL/ ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$865
-99.9%
5,963
-2.3%
0.02%0.0%
Q3 2022$784,000
-5.2%
6,102
+1.4%
0.02%0.0%
Q2 2022$827,000
-12.9%
6,016
-1.3%
0.02%0.0%
Q1 2022$949,000
-0.6%
6,096
+0.0%
0.02%
+4.8%
Q4 2021$955,000
+7.8%
6,0950.0%0.02%0.0%
Q3 2021$886,000
-6.6%
6,095
-5.2%
0.02%
-8.7%
Q2 2021$949,000
+4.5%
6,429
+0.0%
0.02%0.0%
Q1 2021$908,000
+10.3%
6,4280.0%0.02%0.0%
Q4 2020$823,000
+16.1%
6,428
+2.0%
0.02%
+4.5%
Q3 2020$709,000
+4.0%
6,3010.0%0.02%
-4.3%
Q2 2020$682,000
+12.5%
6,3010.0%0.02%
-4.2%
Q1 2020$606,000
-26.1%
6,3010.0%0.02%
-7.7%
Q4 2019$820,000
+9.0%
6,301
-0.1%
0.03%
+4.0%
Q3 2019$752,000
+2.3%
6,3090.0%0.02%0.0%
Q2 2019$735,000
+3.4%
6,3090.0%0.02%0.0%
Q1 2019$711,000
+14.3%
6,309
+2.6%
0.02%0.0%
Q4 2018$622,000
-12.6%
6,1490.0%0.02%
+4.2%
Q3 2018$712,000
+5.2%
6,1490.0%0.02%
-4.0%
Q2 2018$677,000
+0.7%
6,1490.0%0.02%0.0%
Q1 2018$672,000
-4.3%
6,1490.0%0.02%0.0%
Q4 2017$702,000
+6.2%
6,149
+0.4%
0.02%0.0%
Q3 2017$661,000
+2.8%
6,1240.0%0.02%
+4.2%
Q2 2017$643,000
+0.9%
6,1240.0%0.02%
-4.0%
Q1 2017$637,000
+2.6%
6,1240.0%0.02%0.0%
Q4 2016$621,000
+6.7%
6,1240.0%0.02%
+4.2%
Q3 2016$582,000
+2.3%
6,1240.0%0.02%0.0%
Q2 2016$569,000
+6.2%
6,124
+2.8%
0.02%
+4.3%
Q1 2016$536,000
+1.7%
5,9570.0%0.02%0.0%
Q4 2015$527,000
+5.2%
5,957
-0.2%
0.02%0.0%
Q3 2015$501,000
-8.9%
5,9670.0%0.02%0.0%
Q2 2015$550,000
-0.4%
5,9670.0%0.02%
-4.2%
Q1 2015$552,000
-1.4%
5,9670.0%0.02%0.0%
Q4 2014$560,000
+4.3%
5,9670.0%0.02%0.0%
Q3 2014$537,000
-1.3%
5,967
-1.0%
0.02%0.0%
Q2 2014$544,000
+1.3%
6,027
-4.4%
0.02%
-4.0%
Q1 2014$537,000
-3.4%
6,307
-3.1%
0.02%
-3.8%
Q4 2013$556,000
+8.2%
6,507
-0.8%
0.03%0.0%
Q3 2013$514,000
+1.4%
6,557
-2.1%
0.03%
-3.7%
Q2 2013$507,0006,6980.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 422,168$66,124,00021.89%
LPWM LLC 236,761$37,084,00019.67%
Halpern Financial, Inc. 212,453$33,276,51914.24%
LVZ, Inc. 604,819$94,733,00012.66%
Praetorian Wealth Management, Inc. 231,868$36,317,00011.79%
Powell Investment Advisors, LLC 127,195$19,923,00011.32%
MMA ASSET MANAGEMENT LLC 93,551$14,653,00010.36%
FINANCIAL LIFE ADVISORS 166,005$26,001,00010.24%
AMARILLO NATIONAL BANK 325,575$50,995,0009.98%
Strategic Wealth Partners Group, LLC 343,916$53,868,0009.34%
View complete list of ISHARES TR shareholders