ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $82,305 | -21.4% | 535 | -17.7% | 0.00% | -20.0% |
Q2 2023 | $104,774 | -46.8% | 650 | -49.9% | 0.01% | -50.0% |
Q1 2023 | $196,833 | -2.9% | 1,297 | -7.2% | 0.01% | -9.1% |
Q4 2022 | $202,663 | +12.6% | 1,397 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $180,000 | -10.4% | 1,397 | -4.2% | 0.01% | -8.3% |
Q2 2022 | $201,000 | -11.5% | 1,459 | 0.0% | 0.01% | +9.1% |
Q1 2022 | $227,000 | -6.6% | 1,459 | -5.8% | 0.01% | 0.0% |
Q4 2021 | $243,000 | +4.3% | 1,549 | -3.1% | 0.01% | -8.3% |
Q3 2021 | $233,000 | -1.3% | 1,599 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $236,000 | +8.8% | 1,599 | +4.0% | 0.01% | 0.0% |
Q1 2021 | $217,000 | +171.2% | 1,537 | +145.9% | 0.01% | +140.0% |
Q4 2020 | $80,000 | +90.5% | 625 | +66.7% | 0.01% | +66.7% |
Q3 2020 | $42,000 | +2.4% | 375 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $41,000 | +13.9% | 375 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $36,000 | -62.1% | 375 | -48.6% | 0.00% | -50.0% |
Q4 2019 | $95,000 | +66.7% | 729 | +53.5% | 0.01% | +50.0% |
Q3 2019 | $57,000 | -1.7% | 475 | -5.0% | 0.00% | 0.0% |
Q2 2019 | $58,000 | +3.6% | 500 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $56,000 | +9.8% | 500 | 0.0% | 0.00% | -20.0% |
Q4 2018 | $51,000 | -12.1% | 500 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $58,000 | +16.0% | 500 | +11.1% | 0.01% | +25.0% |
Q2 2018 | $50,000 | -18.0% | 450 | -18.9% | 0.00% | -20.0% |
Q1 2018 | $61,000 | -3.2% | 555 | 0.0% | 0.01% | -16.7% |
Q4 2017 | $63,000 | +5.0% | 555 | 0.0% | 0.01% | +20.0% |
Q3 2017 | $60,000 | +3.4% | 555 | 0.0% | 0.01% | -16.7% |
Q2 2017 | $58,000 | 0.0% | 555 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $58,000 | -28.4% | 555 | -30.6% | 0.01% | -33.3% |
Q4 2016 | $81,000 | -4.7% | 800 | -10.3% | 0.01% | 0.0% |
Q3 2016 | $85,000 | – | 892 | – | 0.01% | – |
Download |
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% |