ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,969 | -57.7% | 12,800 | -55.7% | 0.00% | -57.1% |
Q2 2023 | $4,658 | +31.1% | 28,900 | +18.0% | 0.01% | +40.0% |
Q4 2022 | $3,554 | -99.8% | 24,500 | +60.1% | 0.01% | +66.7% |
Q3 2022 | $1,966,000 | +163.2% | 15,300 | +218.8% | 0.00% | +200.0% |
Q1 2022 | $747,000 | -64.9% | 4,800 | -64.7% | 0.00% | -66.7% |
Q4 2021 | $2,130,000 | +66.4% | 13,600 | +54.5% | 0.00% | +50.0% |
Q3 2021 | $1,280,000 | +35.3% | 8,800 | +31.3% | 0.00% | +100.0% |
Q1 2021 | $946,000 | -14.5% | 6,700 | -41.7% | 0.00% | 0.0% |
Q1 2020 | $1,107,000 | +200.0% | 11,500 | +271.0% | 0.00% | – |
Q3 2019 | $369,000 | +9.2% | 3,100 | +6.9% | 0.00% | – |
Q2 2019 | $338,000 | -52.4% | 2,900 | -54.0% | 0.00% | -100.0% |
Q1 2019 | $710,000 | -34.4% | 6,300 | -41.1% | 0.00% | 0.0% |
Q4 2018 | $1,082,000 | -26.1% | 10,700 | -19.5% | 0.00% | 0.0% |
Q2 2018 | $1,465,000 | – | 13,300 | – | 0.00% | – |
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% |