ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,070,452 | -4.9% | 6,958 | -0.3% | 0.12% | -0.8% |
Q2 2023 | $1,125,089 | +6.8% | 6,980 | +0.6% | 0.12% | -0.8% |
Q1 2023 | $1,053,296 | +3.7% | 6,941 | -0.9% | 0.12% | -3.2% |
Q4 2022 | $1,015,581 | +14.1% | 7,001 | +1.1% | 0.12% | +8.8% |
Q3 2022 | $890,000 | -5.9% | 6,923 | +0.6% | 0.11% | +1.8% |
Q2 2022 | $946,000 | +19.7% | 6,883 | +25.4% | 0.11% | +20.4% |
Q1 2022 | $790,000 | +40.1% | 5,487 | +52.5% | 0.09% | +75.5% |
Q4 2021 | $564,000 | +9.1% | 3,598 | +1.2% | 0.05% | -3.6% |
Q3 2021 | $517,000 | +4.4% | 3,555 | +6.1% | 0.06% | +61.8% |
Q2 2021 | $495,000 | +118.1% | 3,352 | +108.2% | 0.03% | +25.9% |
Q1 2021 | $227,000 | -88.2% | 1,610 | -90.2% | 0.03% | -94.0% |
Q2 2019 | $1,918,000 | +3.5% | 16,455 | +0.1% | 0.45% | +8.5% |
Q1 2019 | $1,853,000 | – | 16,432 | – | 0.41% | – |
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% |