L. Roy Papp & Associates, LLP - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 145 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
L. Roy Papp & Associates, LLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$214,785
-5.6%
4,5000.0%0.03%0.0%
Q2 2023$227,430
+1.0%
4,5000.0%0.03%
-3.3%
Q1 2023$225,090
+10.4%
4,5000.0%0.03%
+3.4%
Q4 2022$203,805
-9.8%
4,5000.0%0.03%
+3.6%
Q1 2022$226,000
-7.8%
4,5000.0%0.03%0.0%
Q4 2021$245,000
+4.3%
4,5000.0%0.03%
-6.7%
Q3 2021$235,000
-2.1%
4,5000.0%0.03%0.0%
Q2 2021$240,000
+11.1%
4,5000.0%0.03%
+20.0%
Q4 2020$216,000
+2.4%
4,5000.0%0.02%
-16.7%
Q4 2019$211,000
+3.9%
4,5000.0%0.03%
-16.7%
Q3 2018$203,000
+1.0%
4,5000.0%0.04%
-5.3%
Q2 2018$201,000
-4.3%
4,5000.0%0.04%
-5.0%
Q1 2018$210,000
-1.4%
4,5000.0%0.04%
-4.8%
Q4 2017$213,0004,5000.04%
Other shareholders
ISHARES TR shareholders Q1 2022
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