DAVIS R M INC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 757 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.

Quarter-by-quarter ownership
DAVIS R M INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$275
+8.7%
1,709
+2.4%
0.01%
+16.7%
Q1 2023$253
+4.5%
1,6690.0%0.01%
-14.3%
Q4 2022$242
-99.9%
1,6690.0%0.01%
+16.7%
Q3 2022$214,000
-3.6%
1,669
+3.5%
0.01%0.0%
Q2 2022$222,000
-8.6%
1,613
+3.4%
0.01%0.0%
Q1 2022$243,000
-0.4%
1,5600.0%0.01%
+20.0%
Q4 2021$244,000
-7.6%
1,560
-14.1%
0.01%
-28.6%
Q3 2021$264,000
-9.6%
1,816
-8.1%
0.01%0.0%
Q2 2021$292,000
-14.9%
1,976
-18.5%
0.01%
-22.2%
Q1 2021$343,000
+10.3%
2,4260.0%0.01%0.0%
Q4 2020$311,000
+13.9%
2,4260.0%0.01%0.0%
Q3 2020$273,000
+18.7%
2,426
+14.3%
0.01%
+12.5%
Q2 2020$230,000
+12.7%
2,1230.0%0.01%0.0%
Q1 2020$204,000
-55.5%
2,123
-39.7%
0.01%
-46.7%
Q4 2019$458,000
+81.0%
3,523
+65.9%
0.02%
+66.7%
Q3 2019$253,000
-23.3%
2,123
-24.9%
0.01%
-25.0%
Q2 2019$330,000
+3.4%
2,8280.0%0.01%0.0%
Q1 2019$319,0002,8280.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders