ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $511,815 | +64933.7% | 3,327 | -31.8% | 0.09% | +27.1% |
Q2 2023 | $787 | -3.3% | 4,879 | -9.1% | 0.07% | +6.1% |
Q1 2023 | $814 | -100.0% | 5,365 | +19.1% | 0.07% | +15.8% |
Q4 2022 | $653,702,940 | +122087.5% | 4,506 | +8.2% | 0.06% | +9.6% |
Q3 2022 | $535,000 | +103.4% | 4,165 | +117.6% | 0.05% | +92.6% |
Q2 2022 | $263,000 | -67.1% | 1,914 | -62.7% | 0.03% | -59.7% |
Q1 2022 | $800,000 | +32.5% | 5,135 | +33.3% | 0.07% | +31.4% |
Q4 2021 | $604,000 | +18.7% | 3,851 | +10.0% | 0.05% | -8.9% |
Q3 2021 | $509,000 | -56.8% | 3,501 | -61.4% | 0.06% | -72.7% |
Q4 2019 | $1,179,000 | +126.3% | 9,065 | +107.4% | 0.20% | +105.0% |
Q3 2019 | $521,000 | +103.5% | 4,371 | +72.8% | 0.10% | -15.3% |
Q4 2016 | $256,000 | -61.6% | 2,530 | -65.0% | 0.12% | -73.7% |
Q2 2015 | $667,000 | -0.3% | 7,235 | +0.1% | 0.45% | +3.9% |
Q1 2015 | $669,000 | -7.3% | 7,228 | -6.2% | 0.43% | -15.3% |
Q4 2014 | $722,000 | +4.0% | 7,703 | -0.0% | 0.51% | -2.7% |
Q3 2014 | $694,000 | +2.2% | 7,705 | +2.5% | 0.52% | -0.9% |
Q2 2014 | $679,000 | – | 7,520 | – | 0.53% | – |
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% |