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 | $334,909 | -39.7% | 2,177 | -36.8% | 0.08% | -36.1% |
Q2 2023 | $555,298 | +6.2% | 3,445 | 0.0% | 0.12% | +2.6% |
Q1 2023 | $522,812 | +4.6% | 3,445 | 0.0% | 0.12% | +2.7% |
Q4 2022 | $499,765 | +12.8% | 3,445 | 0.0% | 0.11% | +5.6% |
Q3 2022 | $443,000 | -6.5% | 3,445 | 0.0% | 0.11% | -0.9% |
Q2 2022 | $474,000 | -11.6% | 3,445 | 0.0% | 0.11% | 0.0% |
Q1 2022 | $536,000 | -0.7% | 3,445 | 0.0% | 0.11% | +3.8% |
Q4 2021 | $540,000 | +7.8% | 3,445 | 0.0% | 0.10% | 0.0% |
Q3 2021 | $501,000 | -1.6% | 3,445 | 0.0% | 0.10% | -1.0% |
Q2 2021 | $509,000 | +4.5% | 3,445 | 0.0% | 0.10% | -0.9% |
Q1 2021 | $487,000 | -31.4% | 3,445 | -37.9% | 0.11% | -32.9% |
Q4 2020 | $710,000 | +13.8% | 5,545 | 0.0% | 0.16% | +4.6% |
Q3 2020 | $624,000 | +4.0% | 5,545 | 0.0% | 0.15% | -1.3% |
Q2 2020 | $600,000 | +12.4% | 5,545 | 0.0% | 0.15% | -0.6% |
Q1 2020 | $534,000 | -25.9% | 5,545 | 0.0% | 0.15% | -13.0% |
Q4 2019 | $721,000 | +9.1% | 5,545 | 0.0% | 0.18% | -1.1% |
Q3 2019 | $661,000 | +2.3% | 5,545 | 0.0% | 0.18% | +1.1% |
Q2 2019 | $646,000 | +3.4% | 5,545 | 0.0% | 0.18% | +2.9% |
Q1 2019 | $625,000 | -12.1% | 5,545 | -21.1% | 0.17% | -18.9% |
Q4 2018 | $711,000 | -12.7% | 7,030 | 0.0% | 0.21% | -1.9% |
Q3 2018 | $814,000 | +5.2% | 7,030 | 0.0% | 0.22% | +1.9% |
Q2 2018 | $774,000 | +0.7% | 7,030 | 0.0% | 0.21% | 0.0% |
Q1 2018 | $769,000 | -7.7% | 7,030 | -3.5% | 0.21% | -5.4% |
Q4 2017 | $833,000 | +84.3% | 7,288 | +74.0% | 0.22% | +76.4% |
Q3 2017 | $452,000 | +2.7% | 4,188 | 0.0% | 0.13% | -0.8% |
Q2 2017 | $440,000 | -15.5% | 4,188 | -16.4% | 0.13% | -16.9% |
Q1 2017 | $521,000 | +2.6% | 5,008 | 0.0% | 0.15% | -1.3% |
Q4 2016 | $508,000 | +1.4% | 5,008 | -5.1% | 0.16% | +1.3% |
Q3 2016 | $501,000 | -10.9% | 5,278 | -13.0% | 0.15% | -14.0% |
Q2 2016 | $562,000 | +7.7% | 6,068 | +4.4% | 0.18% | +7.8% |
Q1 2016 | $522,000 | +1.6% | 5,810 | 0.0% | 0.17% | -2.4% |
Q4 2015 | $514,000 | +5.3% | 5,810 | 0.0% | 0.17% | +2.4% |
Q3 2015 | $488,000 | -9.0% | 5,810 | 0.0% | 0.17% | -4.6% |
Q2 2015 | $536,000 | -14.8% | 5,810 | -14.6% | 0.17% | -11.7% |
Q1 2015 | $629,000 | -3.4% | 6,801 | -2.1% | 0.20% | -4.4% |
Q4 2014 | $651,000 | +6.9% | 6,946 | +2.8% | 0.21% | +1.5% |
Q3 2014 | $609,000 | +1.2% | 6,760 | 0.0% | 0.20% | 0.0% |
Q2 2014 | $602,000 | +13.2% | 6,760 | +10.5% | 0.20% | +9.7% |
Q1 2014 | $532,000 | +1.7% | 6,120 | 0.0% | 0.18% | 0.0% |
Q4 2013 | $523,000 | +9.2% | 6,120 | 0.0% | 0.18% | +3.4% |
Q3 2013 | $479,000 | +43.0% | 6,120 | +38.3% | 0.18% | +38.8% |
Q2 2013 | $335,000 | – | 4,425 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 505,763 | $58,956,000 | 26.95% |
Townsend & Associates, Inc | 196,584 | $23,278,000 | 17.76% |
AMARILLO NATIONAL BANK | 355,923 | $41,490,000 | 16.60% |
Regal Wealth Group, Inc. | 154,176 | $17,972,000 | 12.47% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 137,509 | $16,029,000 | 12.06% |
Salomon & Ludwin, LLC | 452,530 | $52,751,000 | 10.66% |
FINANCIAL LIFE ADVISORS | 111,734 | $13,025,000 | 8.63% |
LVZ, Inc. | 339,679 | $35,956,000 | 8.15% |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 86,608 | $10,092,000 | 7.51% |
PHH Investments, Ltd. | 220,038 | $25,650,000 | 7.32% |