ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,139,941 | -23.6% | 7,402 | -20.0% | 0.05% | -20.6% |
Q2 2023 | $1,491,253 | +49.7% | 9,252 | +41.0% | 0.06% | +40.0% |
Q1 2023 | $996,153 | +48398.2% | 6,564 | -53.6% | 0.04% | -18.2% |
Q4 2022 | $2,054 | -99.8% | 14,158 | +93.2% | 0.06% | -12.7% |
Q3 2022 | $942,000 | +11.9% | 7,329 | +19.6% | 0.06% | +1.6% |
Q2 2022 | $842,000 | -80.2% | 6,129 | -77.6% | 0.06% | -73.4% |
Q1 2022 | $4,261,000 | +137.0% | 27,364 | +138.4% | 0.23% | +156.0% |
Q4 2021 | $1,798,000 | -40.3% | 11,478 | -44.6% | 0.09% | -45.2% |
Q3 2021 | $3,014,000 | +68.0% | 20,727 | +70.5% | 0.17% | +67.7% |
Q2 2021 | $1,794,000 | +136.4% | 12,154 | +126.2% | 0.10% | +120.0% |
Q1 2021 | $759,000 | -54.4% | 5,373 | -58.6% | 0.04% | -56.3% |
Q4 2020 | $1,663,000 | +152.4% | 12,990 | +121.7% | 0.10% | +119.1% |
Q3 2020 | $659,000 | -61.1% | 5,859 | -62.6% | 0.05% | -62.4% |
Q2 2020 | $1,695,000 | +165.3% | 15,666 | +136.0% | 0.12% | +101.6% |
Q1 2020 | $639,000 | -37.5% | 6,639 | -15.6% | 0.06% | -30.3% |
Q4 2019 | $1,023,000 | -1.8% | 7,865 | -10.0% | 0.09% | -11.0% |
Q3 2019 | $1,042,000 | -1.6% | 8,743 | -3.8% | 0.10% | -2.0% |
Q2 2019 | $1,059,000 | +47.5% | 9,086 | +42.7% | 0.10% | +41.7% |
Q1 2019 | $718,000 | -67.3% | 6,368 | -70.7% | 0.07% | -71.3% |
Q4 2018 | $2,196,000 | +145.9% | 21,712 | +181.6% | 0.25% | +148.5% |
Q3 2018 | $893,000 | -10.6% | 7,710 | -15.0% | 0.10% | -12.2% |
Q2 2018 | $999,000 | +67.3% | 9,072 | +66.2% | 0.12% | +53.3% |
Q1 2018 | $597,000 | -14.6% | 5,460 | -10.8% | 0.08% | -8.5% |
Q4 2017 | $699,000 | +17.9% | 6,119 | +11.4% | 0.08% | -8.9% |
Q3 2017 | $593,000 | -0.8% | 5,491 | -3.6% | 0.09% | -6.2% |
Q2 2017 | $598,000 | -1.5% | 5,697 | -2.3% | 0.10% | -6.8% |
Q1 2017 | $607,000 | +5.6% | 5,830 | +2.8% | 0.10% | -1.0% |
Q4 2016 | $575,000 | +28.1% | 5,671 | +20.0% | 0.10% | +16.9% |
Q3 2016 | $449,000 | -65.9% | 4,725 | -66.6% | 0.09% | -68.3% |
Q2 2016 | $1,315,000 | +506.0% | 14,154 | +486.6% | 0.28% | +451.0% |
Q1 2016 | $217,000 | -32.4% | 2,413 | -33.5% | 0.05% | -39.3% |
Q4 2015 | $321,000 | +7.0% | 3,628 | +1.6% | 0.08% | -13.4% |
Q3 2015 | $300,000 | +19.5% | 3,570 | +31.3% | 0.10% | +14.1% |
Q2 2015 | $251,000 | – | 2,719 | – | 0.08% | – |
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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% |