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 | $1,706,236 | -4.6% | 11,091 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $1,787,754 | +6.2% | 11,091 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $1,683,167 | +23.1% | 11,091 | +17.7% | 0.03% | +14.8% |
| Q4 2022 | $1,367,282 | +41.7% | 9,425 | +25.6% | 0.03% | +35.0% |
| Q3 2022 | $965,000 | -6.5% | 7,505 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $1,032,000 | +9.4% | 7,505 | +24.0% | 0.02% | +31.2% |
| Q1 2022 | $943,000 | -0.5% | 6,053 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $948,000 | +8.3% | 6,053 | +0.6% | 0.02% | -6.2% |
| Q3 2021 | $875,000 | -4.2% | 6,018 | -2.7% | 0.02% | 0.0% |
| Q2 2021 | $913,000 | +30.2% | 6,184 | +24.7% | 0.02% | +14.3% |
| Q1 2021 | $701,000 | +7.8% | 4,961 | -2.3% | 0.01% | 0.0% |
| Q4 2020 | $650,000 | +13.8% | 5,076 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $571,000 | +4.0% | 5,076 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $549,000 | +10.0% | 5,076 | -2.0% | 0.02% | -6.2% |
| Q1 2020 | $499,000 | -32.7% | 5,180 | -9.1% | 0.02% | -15.8% |
| Q4 2019 | $741,000 | +196.4% | 5,696 | +171.8% | 0.02% | +171.4% |
| Q3 2019 | $250,000 | +208.6% | 2,096 | +201.1% | 0.01% | +250.0% |
| Q2 2019 | $81,000 | -77.1% | 696 | -77.8% | 0.00% | -81.8% |
| Q1 2019 | $353,000 | +404.3% | 3,129 | +349.6% | 0.01% | +450.0% |
| Q4 2018 | $70,000 | -13.6% | 696 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $81,000 | +5.2% | 696 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $77,000 | -94.2% | 696 | -94.3% | 0.00% | -93.3% |
| Q1 2018 | $1,336,000 | -4.3% | 12,223 | 0.0% | 0.04% | -8.2% |
| Q4 2017 | $1,396,000 | +1761.3% | 12,223 | +1656.2% | 0.05% | +1533.3% |
| Q3 2017 | $75,000 | +2.7% | 696 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $73,000 | +1.4% | 696 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $72,000 | +1.4% | 696 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $71,000 | +317.6% | 696 | +286.7% | 0.00% | +200.0% |
| Q3 2016 | $17,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | +6.2% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $16,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $16,000 | +6.7% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $15,000 | -11.8% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $17,000 | -48.5% | 180 | -50.0% | 0.00% | -50.0% |
| Q1 2015 | $33,000 | -2.9% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $34,000 | +6.2% | 360 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $32,000 | -34.7% | 360 | -33.3% | 0.00% | 0.0% |
| Q2 2014 | $49,000 | +4.3% | 540 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $47,000 | +2.2% | 540 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $46,000 | +9.5% | 540 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $42,000 | +2.4% | 540 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $41,000 | – | 540 | – | 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% |