ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 301 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.98 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $135,000 | +8.0% | 862 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $125,000 | -1.6% | 862 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $127,000 | -6.6% | 862 | -10.8% | 0.02% | -15.8% |
Q1 2021 | $136,000 | +23.6% | 966 | +12.1% | 0.02% | +18.8% |
Q4 2020 | $110,000 | +13.4% | 862 | 0.0% | 0.02% | +6.7% |
Q3 2020 | $97,000 | -2.0% | 862 | -5.5% | 0.02% | -6.2% |
Q2 2020 | $99,000 | +19.3% | 912 | +5.8% | 0.02% | +6.7% |
Q1 2020 | $83,000 | -72.1% | 862 | -62.2% | 0.02% | -67.4% |
Q4 2019 | $297,000 | +10.4% | 2,283 | +0.9% | 0.05% | +2.2% |
Q3 2019 | $269,000 | +1.9% | 2,262 | 0.0% | 0.04% | -2.2% |
Q2 2019 | $264,000 | +3.5% | 2,262 | 0.0% | 0.05% | -4.2% |
Q1 2019 | $255,000 | -6.9% | 2,262 | -16.7% | 0.05% | -17.2% |
Q4 2018 | $274,000 | -12.7% | 2,714 | 0.0% | 0.06% | -9.4% |
Q3 2018 | $314,000 | +5.0% | 2,714 | 0.0% | 0.06% | -3.0% |
Q2 2018 | $299,000 | +21.1% | 2,714 | +20.0% | 0.07% | +13.8% |
Q1 2018 | $247,000 | -4.3% | 2,262 | 0.0% | 0.06% | -19.4% |
Q4 2017 | $258,000 | +5.7% | 2,262 | 0.0% | 0.07% | -4.0% |
Q3 2017 | $244,000 | +3.0% | 2,262 | 0.0% | 0.08% | -3.8% |
Q2 2017 | $237,000 | +0.9% | 2,262 | 0.0% | 0.08% | +8.3% |
Q1 2017 | $235,000 | +65.5% | 2,262 | +61.6% | 0.07% | +56.5% |
Q4 2016 | $142,000 | +6.8% | 1,400 | 0.0% | 0.05% | +17.9% |
Q3 2016 | $133,000 | +2.3% | 1,400 | 0.0% | 0.04% | +2.6% |
Q2 2016 | $130,000 | +3.2% | 1,400 | 0.0% | 0.04% | 0.0% |
Q1 2016 | $126,000 | +384.6% | 1,400 | +366.7% | 0.04% | +153.3% |
Q1 2014 | $26,000 | – | 300 | – | 0.02% | – |
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% |