ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,423,717 | -5.8% | 106,758 | -1.3% | 0.14% | -4.7% |
Q2 2023 | $17,437,046 | +2.4% | 108,177 | -3.6% | 0.15% | -13.5% |
Q1 2023 | $17,029,219 | +4.1% | 112,212 | -0.5% | 0.17% | -5.5% |
Q4 2022 | $16,355,402 | +16.3% | 112,741 | +3.0% | 0.18% | +1.7% |
Q3 2022 | $14,068,000 | +22.4% | 109,461 | +30.9% | 0.18% | +13.4% |
Q2 2022 | $11,494,000 | -10.7% | 83,616 | +1.2% | 0.16% | -4.3% |
Q1 2022 | $12,868,000 | +115.8% | 82,636 | +117.0% | 0.16% | +92.9% |
Q4 2021 | $5,963,000 | -0.9% | 38,073 | -8.0% | 0.08% | -15.0% |
Q3 2021 | $6,017,000 | +0.1% | 41,378 | +1.6% | 0.10% | -9.9% |
Q2 2021 | $6,010,000 | +33.2% | 40,710 | +27.4% | 0.11% | +19.4% |
Q1 2021 | $4,512,000 | +660.9% | 31,943 | +589.3% | 0.09% | +481.2% |
Q4 2020 | $593,000 | +14.0% | 4,634 | +0.2% | 0.02% | 0.0% |
Q3 2020 | $520,000 | +12.1% | 4,627 | +7.9% | 0.02% | +14.3% |
Q2 2020 | $464,000 | -83.7% | 4,290 | -85.5% | 0.01% | -85.3% |
Q1 2020 | $2,844,000 | +6514.0% | 29,548 | +8746.7% | 0.10% | +4650.0% |
Q4 2019 | $43,000 | +7.5% | 334 | +0.3% | 0.00% | 0.0% |
Q3 2019 | $40,000 | +566.7% | 333 | +528.3% | 0.00% | – |
Q2 2019 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | – |
Q1 2019 | $6,000 | +20.0% | 53 | 0.0% | 0.00% | – |
Q4 2018 | $5,000 | -16.7% | 53 | 0.0% | 0.00% | – |
Q3 2018 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | – |
Q2 2018 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | – |
Q1 2018 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | – |
Q4 2017 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | – |
Q3 2017 | $6,000 | -73.9% | 53 | -75.5% | 0.00% | -100.0% |
Q2 2017 | $23,000 | +283.3% | 216 | +307.5% | 0.00% | +100.0% |
Q1 2017 | $6,000 | +20.0% | 53 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $5,000 | -90.6% | 53 | -90.5% | 0.00% | -83.3% |
Q3 2016 | $53,000 | +960.0% | 557 | +950.9% | 0.01% | +500.0% |
Q2 2016 | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $5,000 | +25.0% | 53 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $4,000 | -20.0% | 53 | 0.0% | 0.00% | -50.0% |
Q2 2015 | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $5,000 | -99.1% | 53 | -99.1% | 0.00% | -99.2% |
Q2 2014 | $538,000 | +3.9% | 5,962 | 0.0% | 0.24% | +7.0% |
Q1 2014 | $518,000 | – | 5,962 | – | 0.23% | – |
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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% |