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 | $2,754,876 | -5.5% | 17,907 | -1.0% | 0.03% | -3.2% |
Q2 2023 | $2,914,703 | +4.6% | 18,082 | -1.5% | 0.03% | 0.0% |
Q1 2023 | $2,785,587 | +5.0% | 18,355 | +0.4% | 0.03% | 0.0% |
Q4 2022 | $2,651,914 | +30.3% | 18,280 | +15.4% | 0.03% | +14.8% |
Q3 2022 | $2,035,000 | +13.1% | 15,835 | +21.0% | 0.03% | +17.4% |
Q2 2022 | $1,799,000 | -14.5% | 13,088 | -3.2% | 0.02% | 0.0% |
Q1 2022 | $2,105,000 | +0.3% | 13,517 | +0.9% | 0.02% | +4.5% |
Q4 2021 | $2,098,000 | +10.9% | 13,392 | +3.0% | 0.02% | 0.0% |
Q3 2021 | $1,891,000 | +2.4% | 13,006 | +4.0% | 0.02% | 0.0% |
Q2 2021 | $1,847,000 | +5.6% | 12,507 | +1.0% | 0.02% | 0.0% |
Q1 2021 | $1,749,000 | +216.8% | 12,384 | +187.1% | 0.02% | +175.0% |
Q4 2020 | $552,000 | +14.0% | 4,314 | +0.2% | 0.01% | 0.0% |
Q3 2020 | $484,000 | -5.8% | 4,306 | -9.4% | 0.01% | -20.0% |
Q2 2020 | $514,000 | -22.6% | 4,753 | -31.1% | 0.01% | -23.1% |
Q1 2020 | $664,000 | +9.8% | 6,903 | +48.4% | 0.01% | +30.0% |
Q4 2019 | $605,000 | +11.2% | 4,653 | +2.0% | 0.01% | 0.0% |
Q3 2019 | $544,000 | +2.3% | 4,562 | +0.0% | 0.01% | 0.0% |
Q2 2019 | $532,000 | +5.8% | 4,561 | +2.3% | 0.01% | +11.1% |
Q1 2019 | $503,000 | +11.5% | 4,459 | -0.1% | 0.01% | 0.0% |
Q4 2018 | $451,000 | -12.4% | 4,462 | +0.3% | 0.01% | 0.0% |
Q3 2018 | $515,000 | +10.8% | 4,449 | +5.4% | 0.01% | 0.0% |
Q2 2018 | $465,000 | -3.7% | 4,223 | -4.4% | 0.01% | -10.0% |
Q1 2018 | $483,000 | -22.3% | 4,417 | -18.8% | 0.01% | -23.1% |
Q4 2017 | $622,000 | +5.6% | 5,441 | -0.4% | 0.01% | +8.3% |
Q3 2017 | $589,000 | +3.0% | 5,461 | +0.2% | 0.01% | -7.7% |
Q2 2017 | $572,000 | -6.2% | 5,450 | -7.1% | 0.01% | -13.3% |
Q1 2017 | $610,000 | +2.9% | 5,864 | +0.1% | 0.02% | +15.4% |
Q4 2016 | $593,000 | +14.0% | 5,858 | +6.9% | 0.01% | 0.0% |
Q3 2016 | $520,000 | +2.4% | 5,480 | +0.1% | 0.01% | -13.3% |
Q2 2016 | $508,000 | +4.7% | 5,474 | +1.3% | 0.02% | 0.0% |
Q1 2016 | $485,000 | +1.7% | 5,402 | +0.1% | 0.02% | -6.2% |
Q4 2015 | $477,000 | -1.2% | 5,397 | -6.3% | 0.02% | -5.9% |
Q3 2015 | $483,000 | -2.6% | 5,758 | +6.9% | 0.02% | +6.2% |
Q2 2015 | $496,000 | -0.2% | 5,385 | +0.1% | 0.02% | 0.0% |
Q1 2015 | $497,000 | -1.4% | 5,380 | +0.1% | 0.02% | 0.0% |
Q4 2014 | $504,000 | +2.4% | 5,377 | -1.6% | 0.02% | -5.9% |
Q3 2014 | $492,000 | -0.6% | 5,467 | -0.5% | 0.02% | 0.0% |
Q2 2014 | $495,000 | +3.6% | 5,494 | -0.3% | 0.02% | 0.0% |
Q1 2014 | $478,000 | +1.7% | 5,510 | +0.1% | 0.02% | -5.6% |
Q4 2013 | $470,000 | +1.1% | 5,506 | -7.4% | 0.02% | -14.3% |
Q3 2013 | $465,000 | -19.4% | 5,947 | -22.0% | 0.02% | -25.0% |
Q2 2013 | $577,000 | – | 7,627 | – | 0.03% | – |
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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% |