ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $22,705,605 | -3.1% | 147,592 | +1.5% | 0.09% | -5.4% |
Q2 2023 | $23,427,831 | -2.7% | 145,343 | -8.4% | 0.09% | -13.2% |
Q1 2023 | $24,088,756 | +1.6% | 158,729 | -2.8% | 0.11% | -10.9% |
Q4 2022 | $23,700,904 | +9.9% | 163,376 | -2.7% | 0.12% | -5.6% |
Q3 2022 | $21,570,000 | -3.0% | 167,834 | +3.7% | 0.13% | -11.9% |
Q2 2022 | $22,247,000 | +41.3% | 161,840 | +60.1% | 0.14% | +40.2% |
Q1 2022 | $15,744,000 | +38.0% | 101,108 | +38.9% | 0.10% | +30.8% |
Q4 2021 | $11,405,000 | +29.7% | 72,812 | +20.4% | 0.08% | +6.8% |
Q3 2021 | $8,795,000 | +97.1% | 60,481 | +100.1% | 0.07% | +73.8% |
Q2 2021 | $4,462,000 | +14.8% | 30,221 | +9.8% | 0.04% | 0.0% |
Q1 2021 | $3,888,000 | +181.1% | 27,531 | +154.9% | 0.04% | +133.3% |
Q4 2020 | $1,383,000 | +13.5% | 10,802 | -0.2% | 0.02% | -10.0% |
Q3 2020 | $1,218,000 | -47.1% | 10,823 | -49.2% | 0.02% | -47.4% |
Q2 2020 | $2,303,000 | +331.3% | 21,288 | +266.3% | 0.04% | +216.7% |
Q1 2020 | $534,000 | -15.9% | 5,811 | +19.4% | 0.01% | +20.0% |
Q4 2019 | $635,000 | +9.7% | 4,865 | +0.0% | 0.01% | -50.0% |
Q3 2019 | $579,000 | -1.9% | 4,863 | -4.0% | 0.02% | -9.1% |
Q2 2019 | $590,000 | +5.5% | 5,063 | +2.2% | 0.02% | -4.3% |
Q1 2019 | $559,000 | +23.1% | 4,955 | +10.4% | 0.02% | -4.2% |
Q4 2018 | $454,000 | -17.6% | 4,487 | -5.1% | 0.02% | -4.0% |
Q3 2018 | $551,000 | +5.2% | 4,728 | 0.0% | 0.02% | -13.8% |
Q2 2018 | $524,000 | -1.1% | 4,728 | -4.5% | 0.03% | -12.1% |
Q1 2018 | $530,000 | -1.9% | 4,952 | +4.7% | 0.03% | 0.0% |
Q4 2017 | $540,000 | -41.1% | 4,728 | -43.2% | 0.03% | -15.4% |
Q3 2017 | $917,000 | +124.8% | 8,331 | +114.1% | 0.04% | -23.5% |
Q2 2017 | $408,000 | -13.7% | 3,891 | -14.4% | 0.05% | +6.2% |
Q1 2017 | $473,000 | -81.0% | 4,545 | -81.4% | 0.05% | -78.7% |
Q4 2016 | $2,483,000 | +24730.0% | 24,490 | +23003.8% | 0.22% | +22400.0% |
Q3 2016 | $10,000 | -23.1% | 106 | -28.4% | 0.00% | 0.0% |
Q1 2016 | $13,000 | +44.4% | 148 | +39.6% | 0.00% | 0.0% |
Q4 2015 | $9,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $9,000 | -10.0% | 106 | 0.0% | 0.00% | -50.0% |
Q2 2015 | $10,000 | -99.9% | 106 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $9,811,000 | +98010.0% | 106 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $10,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $10,000 | +11.1% | 106 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $9,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $9,000 | +12.5% | 106 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $8,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $8,000 | – | 106 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
LPWM LLC | 193,875 | $18,660,000 | 20.33% |
AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |