ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $929,248 | -6.8% | 6,040 | -2.3% | 0.16% | +1.9% |
Q2 2023 | $997,017 | +4.9% | 6,185 | -1.3% | 0.16% | +0.6% |
Q1 2023 | $950,830 | +102692.4% | 6,265 | -1.7% | 0.16% | -5.3% |
Q4 2022 | $925 | -99.9% | 6,375 | +0.5% | 0.17% | +7.6% |
Q3 2022 | $815,000 | -8.7% | 6,342 | -2.3% | 0.16% | +1.9% |
Q2 2022 | $893,000 | -8.8% | 6,493 | +3.2% | 0.16% | +7.6% |
Q1 2022 | $979,000 | -1.9% | 6,289 | -1.3% | 0.14% | +2.1% |
Q4 2021 | $998,000 | +8.2% | 6,373 | +0.5% | 0.14% | +2.2% |
Q3 2021 | $922,000 | -1.9% | 6,343 | -0.3% | 0.14% | +1.5% |
Q2 2021 | $940,000 | +3.5% | 6,365 | -0.9% | 0.14% | -0.7% |
Q1 2021 | $908,000 | +13.9% | 6,426 | +3.2% | 0.14% | +0.7% |
Q4 2020 | $797,000 | +21.1% | 6,228 | +6.4% | 0.14% | +10.6% |
Q3 2020 | $658,000 | +6.1% | 5,855 | +2.2% | 0.12% | +2.5% |
Q2 2020 | $620,000 | +12.9% | 5,728 | +0.5% | 0.12% | -1.6% |
Q1 2020 | $549,000 | -23.5% | 5,702 | +3.4% | 0.12% | +5.2% |
Q4 2019 | $718,000 | -8.3% | 5,517 | -16.1% | 0.12% | -24.2% |
Q3 2019 | $783,000 | +1.2% | 6,573 | -1.0% | 0.15% | +1.3% |
Q2 2019 | $774,000 | +7.6% | 6,639 | +4.1% | 0.15% | +9.4% |
Q1 2019 | $719,000 | +16.0% | 6,377 | +4.0% | 0.14% | -4.8% |
Q4 2018 | $620,000 | -11.4% | 6,131 | +1.4% | 0.14% | +16.0% |
Q3 2018 | $700,000 | +5.3% | 6,047 | +0.1% | 0.12% | +3.3% |
Q2 2018 | $665,000 | +33.3% | 6,038 | +32.3% | 0.12% | +30.1% |
Q1 2018 | $499,000 | – | 4,565 | – | 0.09% | – |
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% |