ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $30,768 | -4.6% | 200 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $32,238 | +6.2% | 200 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $30,352 | +4.6% | 200 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $29,014 | +11.6% | 200 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $26,000 | -3.7% | 200 | 0.0% | 0.01% | +16.7% |
Q2 2022 | $27,000 | -12.9% | 200 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $31,000 | 0.0% | 200 | 0.0% | 0.01% | +20.0% |
Q4 2021 | $31,000 | +6.9% | 200 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $29,000 | -3.3% | 200 | 0.0% | 0.01% | -16.7% |
Q2 2021 | $30,000 | +7.1% | 200 | 0.0% | 0.01% | +20.0% |
Q1 2021 | $28,000 | +7.7% | 200 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $26,000 | -74.5% | 200 | -78.0% | 0.01% | -77.3% |
Q3 2020 | $102,000 | +4.1% | 911 | +0.6% | 0.02% | -4.3% |
Q2 2020 | $98,000 | -6.7% | 906 | -17.3% | 0.02% | -17.9% |
Q1 2020 | $105,000 | -42.3% | 1,095 | -21.5% | 0.03% | -26.3% |
Q4 2019 | $182,000 | +12.3% | 1,395 | +0.6% | 0.04% | +5.6% |
Q2 2019 | $162,000 | +3.8% | 1,387 | +0.3% | 0.04% | 0.0% |
Q1 2019 | $156,000 | +11.4% | 1,383 | +0.2% | 0.04% | -2.7% |
Q4 2018 | $140,000 | -11.9% | 1,380 | +0.7% | 0.04% | +2.8% |
Q3 2018 | $159,000 | +6.0% | 1,371 | +0.4% | 0.04% | -2.7% |
Q2 2018 | $150,000 | +0.7% | 1,366 | 0.0% | 0.04% | -2.6% |
Q1 2018 | $149,000 | -4.5% | 1,366 | +0.3% | 0.04% | -5.0% |
Q4 2017 | $156,000 | +6.8% | 1,362 | +0.5% | 0.04% | -9.1% |
Q3 2017 | $146,000 | -38.1% | 1,355 | -39.8% | 0.04% | -40.5% |
Q2 2017 | $236,000 | +0.9% | 2,251 | 0.0% | 0.07% | +1.4% |
Q1 2017 | $234,000 | +44.4% | 2,251 | +40.7% | 0.07% | +35.2% |
Q4 2016 | $162,000 | +70.5% | 1,600 | +60.0% | 0.05% | +63.6% |
Q3 2016 | $95,000 | +69.6% | 1,000 | +66.7% | 0.03% | +65.0% |
Q2 2016 | $56,000 | +3.7% | 600 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $54,000 | +1.9% | 600 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $53,000 | – | 600 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
LPWM LLC | 249,212 | $37,820,405 | 18.18% |
Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |