AFFINITY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 524 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.

Quarter-by-quarter ownership
AFFINITY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$220,000
-5.6%
1,891
-8.3%
0.09%
-6.5%
Q1 2019$233,000
-12.7%
2,063
-21.7%
0.09%
-43.2%
Q4 2018$267,000
-72.2%
2,635
-70.7%
0.16%
-46.0%
Q3 2017$962,000
+100.8%
8,998
+98.8%
0.30%
-1.3%
Q2 2017$479,000
-5.1%
4,526
-6.8%
0.30%
+7.8%
Q1 2017$505,000
-25.8%
4,857
-27.7%
0.28%
-26.8%
Q4 2016$681,000
-42.8%
6,719
-46.3%
0.38%
-50.3%
Q3 2016$1,191,000
-37.3%
12,510
-38.9%
0.77%
-40.2%
Q2 2016$1,901,000
-57.5%
20,466
-58.9%
1.30%
-52.9%
Q1 2016$4,474,000
-2.0%
49,748
-3.5%
2.75%
-8.5%
Q4 2015$4,566,000
-11.6%
51,573
-16.1%
3.00%
-41.9%
Q3 2015$5,167,000
-65.4%
61,489
-62.0%
5.18%
-46.6%
Q2 2015$14,933,000
+0.0%
161,947
+0.4%
9.69%
+10.3%
Q1 2015$14,928,000
-0.2%
161,283
+1.1%
8.78%
-26.6%
Q4 2014$14,962,000
+30.5%
159,564
+25.7%
11.97%
+9.3%
Q2 2014$11,463,000
+24.2%
126,969
+7.7%
10.96%
+173.1%
Q3 2013$9,232,000
+2.5%
117,869
-0.9%
4.01%
-3.8%
Q2 2013$9,010,000118,9124.17%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders