CARRET ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 181 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
CARRET ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$1,446,000
+13.4%
30,792
+4.5%
0.21%
+4.5%
Q3 2019$1,275,000
+17.1%
29,477
+19.3%
0.20%
+16.8%
Q2 2019$1,089,000
+10.4%
24,707
+8.7%
0.17%
+7.5%
Q1 2019$986,000
+57.5%
22,723
+41.9%
0.16%
+42.5%
Q4 2018$626,000
+13.8%
16,008
+31.3%
0.11%
+32.9%
Q3 2018$550,000
+32.2%
12,196
+31.1%
0.08%
+25.0%
Q2 2018$416,000
+22.4%
9,301
+27.6%
0.07%
+21.4%
Q1 2018$340,000
+15.6%
7,291
+17.0%
0.06%
+21.7%
Q4 2017$294,000
+14.8%
6,231
+14.0%
0.05%
+12.2%
Q3 2017$256,0005,4660.04%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders