ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $639,886 | -4.5% | 4,158 | 0.0% | 0.06% | -3.3% |
Q2 2023 | $670,229 | +6.2% | 4,158 | 0.0% | 0.06% | +1.7% |
Q1 2023 | $631,019 | +4.6% | 4,158 | 0.0% | 0.06% | -4.8% |
Q4 2022 | $603,201 | +13.0% | 4,158 | 0.0% | 0.06% | +5.1% |
Q3 2022 | $534,000 | -6.6% | 4,158 | 0.0% | 0.06% | -1.7% |
Q2 2022 | $572,000 | -40.4% | 4,158 | -32.5% | 0.06% | -33.3% |
Q1 2022 | $959,000 | +103.6% | 6,158 | +90.3% | 0.09% | +87.5% |
Q3 2021 | $471,000 | +1139.5% | 3,236 | +1144.6% | 0.05% | +1100.0% |
Q2 2021 | $38,000 | +2.7% | 260 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $37,000 | +12.1% | 260 | -0.4% | 0.00% | 0.0% |
Q4 2020 | $33,000 | +10.0% | 261 | -3.7% | 0.00% | 0.0% |
Q3 2020 | $30,000 | +3.4% | 271 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $29,000 | +11.5% | 271 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $26,000 | -25.7% | 271 | 0.0% | 0.00% | -20.0% |
Q4 2019 | $35,000 | +9.4% | 271 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $32,000 | 0.0% | 271 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $32,000 | +3.2% | 271 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $31,000 | +14.8% | 271 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $27,000 | -12.9% | 271 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $31,000 | +3.3% | 271 | 0.0% | 0.01% | -16.7% |
Q2 2018 | $30,000 | 0.0% | 271 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $30,000 | -3.2% | 271 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $31,000 | +6.9% | 271 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $29,000 | +3.6% | 271 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $28,000 | 0.0% | 271 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $28,000 | +3.7% | 271 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $27,000 | +1250.0% | 271 | +984.0% | 0.01% | – |
Q3 2016 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q2 2016 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% |
Q1 2016 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
Q1 2015 | $2,000 | -66.7% | 25 | -63.8% | 0.00% | -100.0% |
Q4 2014 | $6,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $6,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $6,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $6,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $6,000 | 0.0% | 69 | 0.0% | 0.00% | -33.3% |
Q3 2013 | $6,000 | +200.0% | 69 | +176.0% | 0.00% | +200.0% |
Q2 2013 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2013 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q4 2012 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q3 2012 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2012 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2012 | $2,000 | – | 25 | – | 0.00% | – |
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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% |