DAVIS R M INC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 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 Q2 2020
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 405,131$62,325,35923.11%
Quantitative Strategies, Inc. 187,158$28,792,37219.37%
Foundation Wealth Management, LLC 121,130$18,634,50518.62%
LPWM LLC 254,891$38,975,31217.52%
Halpern Financial, Inc. 281,683$43,334,11814.96%
Praetorian Wealth Management, Inc. 283,325$43,586,71813.85%
Powell Investment Advisors, LLC 138,335$21,397,62212.86%
FINANCIAL LIFE ADVISORS 177,823$27,356,34411.77%
LVZ, Inc. 458,002$70,459,04411.36%
INSTRUMENTAL WEALTH, LLC 58,076$9,034,94510.55%
View complete list of ISHARES TR shareholders