ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $10,357,620 | +430.5% | 68,250 | +407.1% | 0.42% | +336.5% |
Q4 2022 | $1,952,497 | -43.8% | 13,459 | -50.2% | 0.10% | -42.2% |
Q3 2022 | $3,473,000 | +106.4% | 27,025 | +120.7% | 0.17% | +102.4% |
Q2 2022 | $1,683,000 | +124.7% | 12,245 | +141.3% | 0.08% | +182.8% |
Q2 2021 | $749,000 | +75.0% | 5,075 | +14.0% | 0.03% | -44.2% |
Q1 2020 | $428,000 | -92.8% | 4,450 | -91.7% | 0.05% | -83.0% |
Q2 2018 | $5,928,000 | -54.6% | 53,823 | -61.7% | 0.31% | -55.1% |
Q2 2016 | $13,062,000 | -29.7% | 140,600 | -31.9% | 0.68% | -40.8% |
Q1 2016 | $18,580,000 | – | 206,600 | – | 1.15% | – |
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% |