ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,017,462 | -11.8% | 19,614 | -7.6% | 0.45% | -7.0% |
Q2 2023 | $3,422,433 | +4.0% | 21,232 | -2.1% | 0.48% | -4.0% |
Q1 2023 | $3,291,187 | +0.6% | 21,686 | -3.9% | 0.50% | -9.2% |
Q4 2022 | $3,273,021 | +30.6% | 22,561 | +15.7% | 0.56% | +20.4% |
Q3 2022 | $2,506,000 | +18.5% | 19,495 | +26.7% | 0.46% | +22.9% |
Q2 2022 | $2,115,000 | -9.6% | 15,385 | +2.4% | 0.38% | +4.5% |
Q1 2022 | $2,339,000 | +9.7% | 15,019 | +10.4% | 0.36% | +17.7% |
Q4 2021 | $2,132,000 | +17.7% | 13,609 | +9.3% | 0.30% | +4.8% |
Q3 2021 | $1,811,000 | +9.8% | 12,456 | +11.5% | 0.29% | +8.2% |
Q2 2021 | $1,649,000 | +17.3% | 11,168 | +12.2% | 0.27% | +10.2% |
Q1 2021 | $1,406,000 | +94.7% | 9,954 | +76.4% | 0.24% | +75.5% |
Q4 2020 | $722,000 | +172.5% | 5,643 | +139.6% | 0.14% | +131.7% |
Q3 2020 | $265,000 | +3.9% | 2,355 | 0.0% | 0.06% | -3.2% |
Q2 2020 | $255,000 | +12.3% | 2,355 | 0.0% | 0.06% | +3.3% |
Q1 2020 | $227,000 | -77.5% | 2,355 | -69.7% | 0.06% | -72.1% |
Q4 2019 | $1,010,000 | +3.9% | 7,762 | -4.9% | 0.22% | -2.3% |
Q3 2019 | $972,000 | +0.9% | 8,162 | -1.2% | 0.22% | 0.0% |
Q2 2019 | $963,000 | +5.1% | 8,262 | +1.7% | 0.22% | +1.9% |
Q1 2019 | $916,000 | – | 8,125 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
LPWM LLC | 208,165 | $26,649,000 | 19.89% |
Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |