ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $717,141 | +23.2% | 4,656 | +28.9% | 0.05% | +25.0% |
Q2 2023 | $582,057 | +1.0% | 3,611 | -4.9% | 0.04% | -2.4% |
Q1 2023 | $576,385 | +13.4% | 3,798 | +8.4% | 0.04% | +2.5% |
Q4 2022 | $508,470 | -2.4% | 3,505 | -3.7% | 0.04% | -16.7% |
Q3 2022 | $521,000 | -3.0% | 3,640 | -6.8% | 0.05% | +26.3% |
Q2 2022 | $537,000 | +58.9% | 3,907 | +80.0% | 0.04% | +58.3% |
Q1 2022 | $338,000 | -24.0% | 2,171 | -23.6% | 0.02% | -14.3% |
Q4 2021 | $445,000 | +47.8% | 2,840 | +37.3% | 0.03% | +40.0% |
Q3 2021 | $301,000 | -1.3% | 2,068 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $305,000 | +4.5% | 2,068 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $292,000 | -0.7% | 2,068 | -9.8% | 0.02% | -20.0% |
Q4 2020 | $294,000 | -70.6% | 2,293 | -74.2% | 0.02% | -75.5% |
Q3 2020 | $1,000,000 | -1.5% | 8,893 | -5.2% | 0.10% | -6.4% |
Q2 2020 | $1,015,000 | -4.2% | 9,376 | -14.8% | 0.11% | -14.2% |
Q1 2020 | $1,059,000 | -29.0% | 11,004 | -4.0% | 0.13% | -5.9% |
Q4 2019 | $1,491,000 | +7.3% | 11,460 | -1.7% | 0.14% | +6.3% |
Q3 2019 | $1,389,000 | -59.8% | 11,659 | -60.7% | 0.13% | -58.8% |
Q2 2019 | $3,457,000 | +4.5% | 29,653 | +1.1% | 0.31% | +5.1% |
Q1 2019 | $3,307,000 | +11.5% | 29,332 | 0.0% | 0.29% | -3.9% |
Q4 2018 | $2,967,000 | -12.6% | 29,332 | +0.1% | 0.30% | -11.8% |
Q3 2018 | $3,393,000 | +10.4% | 29,290 | +5.0% | 0.35% | +2.7% |
Q2 2018 | $3,072,000 | +0.7% | 27,896 | 0.0% | 0.34% | -7.7% |
Q1 2018 | $3,050,000 | -4.4% | 27,896 | -0.1% | 0.36% | -6.6% |
Q4 2017 | $3,190,000 | +9.7% | 27,926 | +3.7% | 0.39% | +2.4% |
Q3 2017 | $2,907,000 | +2.4% | 26,935 | -0.4% | 0.38% | -6.4% |
Q2 2017 | $2,839,000 | -1.4% | 27,049 | -2.3% | 0.41% | +12.4% |
Q1 2017 | $2,880,000 | +5.4% | 27,684 | +2.7% | 0.36% | -3.7% |
Q4 2016 | $2,733,000 | +7.6% | 26,959 | +0.8% | 0.38% | +11.2% |
Q3 2016 | $2,541,000 | +1.9% | 26,758 | -0.3% | 0.34% | -1.7% |
Q2 2016 | $2,493,000 | +12.0% | 26,839 | +8.4% | 0.34% | -22.5% |
Q1 2016 | $2,226,000 | +137.3% | 24,758 | +133.7% | 0.44% | +128.2% |
Q4 2015 | $938,000 | +1134.2% | 10,593 | +1066.6% | 0.20% | +1047.1% |
Q3 2015 | $76,000 | -9.5% | 908 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $84,000 | 0.0% | 908 | 0.0% | 0.02% | -5.6% |
Q1 2015 | $84,000 | -1.2% | 908 | 0.0% | 0.02% | -10.0% |
Q4 2014 | $85,000 | +3.7% | 908 | 0.0% | 0.02% | -4.8% |
Q3 2014 | $82,000 | – | 908 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
LPWM LLC | 254,891 | $38,975,312 | 17.52% |
Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |