ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,313 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,410,904 | -2.6% | 13,246 | 0.0% | 0.61% | -4.4% |
| Q1 2024 | $2,474,485 | +2.3% | 13,246 | -4.8% | 0.64% | -5.7% |
| Q4 2023 | $2,420,027 | -8.5% | 13,917 | -19.1% | 0.68% | -15.7% |
| Q3 2023 | $2,645,586 | -4.6% | 17,197 | 0.0% | 0.81% | -0.6% |
| Q2 2023 | $2,771,984 | -7.8% | 17,197 | -13.2% | 0.81% | -14.7% |
| Q1 2023 | $3,006,214 | +4.6% | 19,809 | 0.0% | 0.95% | -2.0% |
| Q4 2022 | $2,873,692 | +11.6% | 19,809 | -1.1% | 0.97% | -25.6% |
| Q3 2022 | $2,574,000 | -6.5% | 20,031 | 0.0% | 1.31% | +6.2% |
| Q2 2022 | $2,753,000 | -87.0% | 20,031 | -85.3% | 1.23% | -83.1% |
| Q1 2022 | $21,207,000 | -17.7% | 136,189 | -17.2% | 7.30% | +3.5% |
| Q4 2021 | $25,754,000 | +10.1% | 164,424 | +2.2% | 7.05% | +4.3% |
| Q3 2021 | $23,401,000 | -0.4% | 160,917 | +1.1% | 6.76% | -2.2% |
| Q2 2021 | $23,500,000 | +7.0% | 159,174 | +2.4% | 6.91% | -6.8% |
| Q1 2021 | $21,963,000 | +18.7% | 155,501 | +7.6% | 7.42% | +5.5% |
| Q4 2020 | $18,509,000 | +238.8% | 144,577 | +197.6% | 7.03% | +171.6% |
| Q3 2020 | $5,463,000 | +28652.6% | 48,578 | +29886.4% | 2.59% | +25790.0% |
| Q4 2017 | $19,000 | -76.5% | 162 | -82.9% | 0.01% | -84.6% |
| Q4 2013 | $81,000 | – | 950 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 421,198 | $61,103,192 | 23.23% |
| LPWM LLC | 242,937 | $36,547,490 | 19.66% |
| Foundation Wealth Management, LLC | 106,939 | $15,513,621 | 15.75% |
| Halpern Financial, Inc. | 274,700 | $39,850,734 | 14.61% |
| HOHIMER WEALTH MANAGEMENT, LLC | 314,579 | $45,635,976 | 14.56% |
| LVZ, Inc. | 575,155 | $83,437,689 | 13.02% |
| MMA ASSET MANAGEMENT LLC | 107,216 | $15,553,878 | 12.68% |
| Frank, Rimerman Advisors LLC | 269,955 | $39,162,372 | 12.20% |
| Powell Investment Advisors, LLC | 143,642 | $20,838,131 | 12.10% |
| Strategic Wealth Partners Group, LLC | 374,163 | $54,279 | 11.52% |