ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $230,760 | -4.6% | 1,500 | 0.0% | 0.08% | +4.1% |
Q2 2023 | $241,785 | +6.2% | 1,500 | 0.0% | 0.07% | +10.4% |
Q1 2023 | $227,640 | +4.6% | 1,500 | 0.0% | 0.07% | -1.5% |
Q4 2022 | $217,605 | +12.7% | 1,500 | 0.0% | 0.07% | +6.2% |
Q3 2022 | $193,000 | -6.3% | 1,500 | 0.0% | 0.06% | -1.5% |
Q2 2022 | $206,000 | -12.0% | 1,500 | 0.0% | 0.06% | +4.8% |
Q1 2022 | $234,000 | -0.4% | 1,500 | 0.0% | 0.06% | +6.9% |
Q4 2021 | $235,000 | +7.8% | 1,500 | 0.0% | 0.06% | -3.3% |
Q3 2021 | $218,000 | -1.4% | 1,500 | 0.0% | 0.06% | -10.4% |
Q2 2021 | $221,000 | +4.2% | 1,500 | 0.0% | 0.07% | 0.0% |
Q1 2021 | $212,000 | +10.4% | 1,500 | 0.0% | 0.07% | +6.3% |
Q4 2020 | $192,000 | +13.6% | 1,500 | 0.0% | 0.06% | +5.0% |
Q3 2020 | $169,000 | +4.3% | 1,500 | 0.0% | 0.06% | -1.6% |
Q2 2020 | $162,000 | +47.3% | 1,500 | +31.3% | 0.06% | +24.5% |
Q1 2020 | $110,000 | – | 1,142 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
LPWM LLC | 254,891 | $38,975,312 | 17.52% |
Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |