ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,807 | -13.5% | 11,744 | -9.3% | 0.00% | 0.0% |
Q2 2023 | $2,089 | +6.3% | 12,954 | 0.0% | 0.00% | -20.0% |
Q1 2023 | $1,966 | -6.5% | 12,954 | -10.6% | 0.01% | 0.0% |
Q4 2022 | $2,102 | -99.8% | 14,494 | +106.7% | 0.01% | +150.0% |
Q3 2022 | $901,000 | +94.6% | 7,011 | +108.4% | 0.00% | +100.0% |
Q2 2022 | $463,000 | -44.7% | 3,364 | -37.5% | 0.00% | -50.0% |
Q1 2022 | $838,000 | -0.8% | 5,385 | -0.2% | 0.00% | 0.0% |
Q4 2021 | $845,000 | -1.4% | 5,395 | -8.5% | 0.00% | 0.0% |
Q3 2021 | $857,000 | +213.9% | 5,895 | +219.0% | 0.00% | +100.0% |
Q2 2021 | $273,000 | +4.6% | 1,848 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $261,000 | +186.8% | 1,848 | +119.0% | 0.00% | – |
Q2 2020 | $91,000 | -86.1% | 844 | -87.6% | 0.00% | -100.0% |
Q1 2020 | $656,000 | -38.5% | 6,814 | -16.8% | 0.00% | 0.0% |
Q4 2019 | $1,066,000 | -8.7% | 8,194 | -16.3% | 0.00% | -25.0% |
Q3 2019 | $1,167,000 | +524.1% | 9,794 | +512.1% | 0.00% | +300.0% |
Q2 2019 | $187,000 | -68.1% | 1,600 | -69.2% | 0.00% | -50.0% |
Q1 2019 | $586,000 | +261.7% | 5,201 | +225.1% | 0.00% | +100.0% |
Q4 2018 | $162,000 | -12.4% | 1,600 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $185,000 | +5.1% | 1,600 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $176,000 | +0.6% | 1,600 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $175,000 | -4.4% | 1,600 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $183,000 | +603.8% | 1,600 | +387.8% | 0.00% | – |
Q3 2013 | $26,000 | +4.0% | 328 | 0.0% | 0.00% | – |
Q2 2013 | $25,000 | – | 328 | – | 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% |