ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
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 | 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% |