ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,538 | -30.5% | 75 | -27.2% | 0.00% | – |
Q2 2023 | $16,603 | +45.9% | 103 | +37.3% | 0.00% | – |
Q1 2023 | $11,382 | +4.6% | 75 | 0.0% | 0.00% | – |
Q4 2022 | $10,880 | +8.8% | 75 | 0.0% | 0.00% | – |
Q3 2022 | $10,000 | -9.1% | 75 | -2.6% | 0.00% | – |
Q2 2022 | $11,000 | -31.2% | 77 | -26.7% | 0.00% | – |
Q1 2022 | $16,000 | 0.0% | 105 | 0.0% | 0.00% | – |
Q4 2021 | $16,000 | -11.1% | 105 | -16.0% | 0.00% | -100.0% |
Q3 2021 | $18,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $18,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $18,000 | -41.9% | 125 | -54.5% | 0.00% | 0.0% |
Q4 2020 | $31,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $31,000 | -11.4% | 275 | -15.1% | 0.00% | -50.0% |
Q2 2020 | $35,000 | +25.0% | 324 | +12.9% | 0.00% | 0.0% |
Q1 2020 | $28,000 | -87.4% | 287 | -83.3% | 0.00% | -80.0% |
Q4 2019 | $223,000 | -99.5% | 1,716 | -99.6% | 0.01% | -99.6% |
Q3 2019 | $48,168,000 | -11.9% | 404,296 | -13.8% | 2.36% | -16.0% |
Q2 2019 | $54,688,000 | +28.0% | 469,144 | +23.8% | 2.81% | +1.6% |
Q1 2019 | $42,739,000 | +534137.5% | 379,092 | +485915.4% | 2.76% | – |
Q4 2018 | $8,000 | +14.3% | 78 | +56.0% | 0.00% | – |
Q3 2018 | $7,000 | +133.3% | 50 | +66.7% | 0.00% | – |
Q2 2018 | $3,000 | -62.5% | 30 | -61.0% | 0.00% | – |
Q1 2018 | $8,000 | +14.3% | 77 | +30.5% | 0.00% | – |
Q4 2017 | $7,000 | +133.3% | 59 | +96.7% | 0.00% | – |
Q2 2017 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
Q1 2017 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
Q4 2016 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
Q3 2016 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
Q2 2016 | $3,000 | -91.2% | 30 | -92.1% | 0.00% | -100.0% |
Q4 2015 | $34,000 | -17.1% | 380 | -21.0% | 0.01% | -54.5% |
Q4 2013 | $41,000 | +7.9% | 481 | 0.0% | 0.01% | -8.3% |
Q3 2013 | $38,000 | +5.6% | 481 | 0.0% | 0.01% | -14.3% |
Q2 2013 | $36,000 | – | 481 | – | 0.01% | – |
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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% |