ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,110,002 | -6.4% | 20,216 | -1.9% | 0.10% | -9.1% |
Q2 2023 | $3,322,097 | +6.7% | 20,610 | +0.4% | 0.11% | +2.8% |
Q1 2023 | $3,114,769 | +10.4% | 20,524 | +5.5% | 0.11% | +4.9% |
Q4 2022 | $2,821,992 | +619.9% | 19,453 | +537.8% | 0.10% | +410.0% |
Q3 2022 | $392,000 | -6.4% | 3,050 | 0.0% | 0.02% | -9.1% |
Q2 2022 | $419,000 | -11.8% | 3,050 | 0.0% | 0.02% | -4.3% |
Q1 2022 | $475,000 | -0.6% | 3,050 | 0.0% | 0.02% | +4.5% |
Q4 2021 | $478,000 | +7.7% | 3,050 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $444,000 | -1.3% | 3,050 | 0.0% | 0.02% | -12.0% |
Q2 2021 | $450,000 | +4.4% | 3,050 | 0.0% | 0.02% | -7.4% |
Q1 2021 | $431,000 | +10.5% | 3,050 | 0.0% | 0.03% | +3.8% |
Q4 2020 | $390,000 | -2.7% | 3,050 | -1.1% | 0.03% | -13.3% |
Q4 2019 | $401,000 | +9.3% | 3,083 | 0.0% | 0.03% | -6.2% |
Q3 2019 | $367,000 | +3.1% | 3,083 | +1.1% | 0.03% | +10.3% |
Q2 2019 | $356,000 | +3.5% | 3,050 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $344,000 | +11.7% | 3,050 | 0.0% | 0.03% | 0.0% |
Q4 2018 | $308,000 | -12.7% | 3,050 | 0.0% | 0.03% | -3.3% |
Q3 2018 | $353,000 | +5.1% | 3,050 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $336,000 | -89.2% | 3,050 | +797.1% | 0.03% | +25.0% |
Q1 2018 | $3,110,000 | +776.1% | 340 | -89.1% | 0.02% | -27.3% |
Q4 2017 | $355,000 | +5.7% | 3,110 | 0.0% | 0.03% | 0.0% |
Q3 2017 | $336,000 | +0.3% | 3,110 | -1.1% | 0.03% | -2.9% |
Q2 2017 | $335,000 | – | 3,146 | – | 0.03% | – |
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% |