ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $761 | -99.9% | 5,252 | +9.8% | 0.01% | +14.3% |
Q3 2022 | $615,000 | -6.2% | 4,782 | +0.1% | 0.01% | 0.0% |
Q2 2022 | $656,000 | -11.8% | 4,775 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $744,000 | -46.4% | 4,775 | -50.0% | 0.01% | 0.0% |
Q3 2021 | $1,388,000 | +96.9% | 9,550 | +100.0% | 0.01% | 0.0% |
Q2 2021 | $705,000 | +4.6% | 4,775 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $674,000 | +8.9% | 4,775 | -1.3% | 0.01% | 0.0% |
Q4 2020 | $619,000 | -5.9% | 4,838 | -17.3% | 0.01% | -22.2% |
Q3 2020 | $658,000 | +3.9% | 5,850 | 0.0% | 0.01% | -18.2% |
Q2 2020 | $633,000 | +12.4% | 5,850 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $563,000 | -26.0% | 5,850 | 0.0% | 0.01% | -8.3% |
Q4 2019 | $761,000 | +9.2% | 5,850 | 0.0% | 0.01% | +9.1% |
Q3 2019 | $697,000 | -4.4% | 5,850 | -6.4% | 0.01% | 0.0% |
Q2 2019 | $729,000 | +35.5% | 6,250 | +30.9% | 0.01% | +37.5% |
Q1 2019 | $538,000 | +11.4% | 4,775 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $483,000 | -12.7% | 4,775 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $553,000 | -9.6% | 4,775 | -14.1% | 0.01% | -11.1% |
Q2 2018 | $612,000 | +11.7% | 5,560 | +11.0% | 0.01% | -30.8% |
Q1 2018 | $548,000 | +0.4% | 5,010 | +4.9% | 0.01% | +8.3% |
Q4 2017 | $546,000 | +6.0% | 4,775 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $515,000 | +2.8% | 4,775 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $501,000 | +0.8% | 4,775 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $497,000 | – | 4,775 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
LPWM LLC | 193,875 | $18,660,000 | 20.33% |
AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |