ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,213,324 | -9.8% | 305,232 | -6.0% | 0.12% | -6.8% |
| Q2 2023 | $52,314,963 | +1.2% | 324,555 | -4.7% | 0.13% | -2.9% |
| Q1 2023 | $51,673,704 | -18.9% | 340,496 | -22.5% | 0.14% | -24.7% |
| Q4 2022 | $63,706,231 | -1.5% | 439,141 | -12.8% | 0.18% | -13.7% |
| Q3 2022 | $64,688,000 | -7.7% | 503,335 | -1.3% | 0.21% | -1.4% |
| Q2 2022 | $70,102,000 | -17.0% | 509,987 | -6.0% | 0.21% | -5.3% |
| Q1 2022 | $84,503,000 | +36.5% | 542,660 | +37.3% | 0.23% | +37.0% |
| Q4 2021 | $61,900,000 | +15.1% | 395,197 | +6.9% | 0.16% | +3.8% |
| Q3 2021 | $53,783,000 | +2.4% | 369,849 | +3.9% | 0.16% | +4.6% |
| Q2 2021 | $52,534,000 | +6.8% | 355,825 | +2.1% | 0.15% | -1.3% |
| Q1 2021 | $49,212,000 | +16.3% | 348,428 | +5.4% | 0.15% | +6.9% |
| Q4 2020 | $42,309,000 | +29.5% | 330,484 | +13.7% | 0.14% | +10.8% |
| Q3 2020 | $32,676,000 | +12.8% | 290,586 | +8.5% | 0.13% | +2.4% |
| Q2 2020 | $28,978,000 | +82.7% | 267,790 | +62.5% | 0.13% | +49.4% |
| Q1 2020 | $15,862,000 | -20.7% | 164,794 | +7.2% | 0.08% | -12.4% |
| Q4 2019 | $19,994,000 | -75.9% | 153,693 | +6.1% | 0.10% | -78.3% |
| Q3 2019 | $82,939,000 | +456.1% | 144,807 | +13.2% | 0.45% | +412.6% |
| Q2 2019 | $14,914,000 | +19.6% | 127,942 | +15.7% | 0.09% | +27.9% |
| Q1 2019 | $12,465,000 | +22.1% | 110,576 | +13.1% | 0.07% | -4.2% |
| Q4 2018 | $10,212,000 | – | 97,769 | – | 0.07% | – |
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% |