ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 360 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.17 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $218,090 | +6.2% | 1,353 | 0.0% | 0.07% | +1.5% |
Q1 2023 | $205,331 | -53.4% | 1,353 | -60.6% | 0.07% | -4.3% |
Q3 2022 | $441,000 | -6.6% | 3,435 | 0.0% | 0.07% | -57.1% |
Q2 2022 | $472,000 | -13.1% | 3,435 | -1.5% | 0.16% | +54.8% |
Q1 2022 | $543,000 | -0.5% | 3,486 | 0.0% | 0.10% | -37.3% |
Q4 2021 | $546,000 | +4.6% | 3,486 | -2.9% | 0.17% | +9.9% |
Q3 2021 | $522,000 | -6.6% | 3,590 | -5.2% | 0.15% | -19.7% |
Q2 2021 | $559,000 | +4.5% | 3,787 | 0.0% | 0.19% | -3.1% |
Q1 2021 | $535,000 | +7.4% | 3,787 | -2.6% | 0.19% | +142.5% |
Q4 2020 | $498,000 | +14.0% | 3,887 | 0.0% | 0.08% | -56.3% |
Q3 2020 | $437,000 | 0.0% | 3,887 | 0.0% | 0.18% | -3.2% |
Q2 2020 | $437,000 | +9.8% | 3,887 | 0.0% | 0.19% | -9.1% |
Q1 2020 | $398,000 | -28.0% | 3,887 | -8.6% | 0.21% | +252.5% |
Q4 2019 | $553,000 | +9.1% | 4,251 | -0.1% | 0.06% | -75.3% |
Q3 2019 | $507,000 | -5.1% | 4,257 | -7.0% | 0.24% | +1607.1% |
Q2 2019 | $534,000 | +3.5% | 4,579 | 0.0% | 0.01% | -93.2% |
Q1 2019 | $516,000 | +18.6% | 4,579 | +6.5% | 0.21% | +459.5% |
Q4 2018 | $435,000 | -13.2% | 4,299 | -0.3% | 0.04% | -83.1% |
Q3 2018 | $501,000 | +5.5% | 4,310 | 0.0% | 0.22% | +584.4% |
Q2 2018 | $475,000 | 0.0% | 4,310 | 0.0% | 0.03% | -86.7% |
Q1 2018 | $475,000 | -11.2% | 4,310 | -8.0% | 0.24% | -10.4% |
Q4 2017 | $535,000 | +4.1% | 4,685 | -1.6% | 0.27% | -2.2% |
Q3 2017 | $514,000 | +0.8% | 4,761 | -1.9% | 0.27% | -3.2% |
Q2 2017 | $510,000 | -1.5% | 4,855 | -2.5% | 0.28% | +23.6% |
Q1 2017 | $518,000 | +2.6% | 4,982 | +0.0% | 0.23% | -25.6% |
Q4 2016 | $505,000 | -5.1% | 4,981 | -11.1% | 0.31% | -7.8% |
Q3 2016 | $532,000 | +1.3% | 5,605 | -0.9% | 0.33% | +1.8% |
Q2 2016 | $525,000 | +3.1% | 5,655 | 0.0% | 0.33% | -11.4% |
Q1 2016 | $509,000 | +1.8% | 5,655 | +0.0% | 0.37% | +4.8% |
Q4 2015 | $500,000 | +5.3% | 5,653 | 0.0% | 0.35% | +15.7% |
Q3 2015 | $475,000 | -5.6% | 5,653 | +3.7% | 0.30% | -15.7% |
Q2 2015 | $503,000 | +0.6% | 5,452 | +1.0% | 0.36% | +1.4% |
Q1 2015 | $500,000 | -1.2% | 5,400 | 0.0% | 0.36% | +17.8% |
Q4 2014 | $506,000 | +3.1% | 5,400 | -0.9% | 0.30% | -17.9% |
Q3 2014 | $491,000 | -3.0% | 5,450 | -2.7% | 0.37% | +28.1% |
Q2 2014 | $506,000 | -2.9% | 5,600 | -6.6% | 0.29% | -22.4% |
Q1 2014 | $521,000 | +0.4% | 5,996 | -1.2% | 0.37% | +1384.0% |
Q4 2013 | $519,000 | +7.0% | 6,071 | -2.0% | 0.02% | -93.4% |
Q3 2013 | $485,000 | +3.0% | 6,193 | -0.4% | 0.38% | +947.2% |
Q2 2013 | $471,000 | – | 6,218 | – | 0.04% | – |
Download |
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% |