CARRET ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 174 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

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 Q4 2019
NameSharesValueWeighting ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders