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 | $693,818 | -4.6% | 4,510 | 0.0% | 0.11% | -4.3% |
Q2 2023 | $726,967 | +6.2% | 4,510 | 0.0% | 0.12% | -1.7% |
Q1 2023 | $684,438 | +3.1% | 4,510 | -1.4% | 0.12% | -2.5% |
Q4 2022 | $663,840 | +12.9% | 4,576 | 0.0% | 0.12% | -2.4% |
Q3 2022 | $588,000 | -6.5% | 4,576 | 0.0% | 0.12% | -3.1% |
Q2 2022 | $629,000 | -11.8% | 4,576 | 0.0% | 0.13% | -0.8% |
Q1 2022 | $713,000 | -0.6% | 4,576 | 0.0% | 0.13% | -1.5% |
Q4 2021 | $717,000 | +7.8% | 4,576 | 0.0% | 0.13% | -5.7% |
Q3 2021 | $665,000 | -1.6% | 4,576 | 0.0% | 0.14% | -0.7% |
Q2 2021 | $676,000 | +582.8% | 4,576 | +550.9% | 0.14% | +571.4% |
Q1 2021 | $99,000 | -45.0% | 703 | -50.0% | 0.02% | 0.0% |
Q4 2020 | $180,000 | +127.8% | 1,406 | +100.0% | 0.02% | -4.5% |
Q3 2020 | $79,000 | +3.9% | 703 | 0.0% | 0.02% | -8.3% |
Q2 2020 | $76,000 | +11.8% | 703 | 0.0% | 0.02% | -7.7% |
Q1 2020 | $68,000 | -11.7% | 703 | +19.2% | 0.03% | -10.3% |
Q4 2019 | $77,000 | +10.0% | 590 | 0.0% | 0.03% | +3.6% |
Q3 2019 | $70,000 | +1.4% | 590 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $69,000 | +527.3% | 590 | +490.0% | 0.03% | +460.0% |
Q1 2019 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $10,000 | -16.7% | 100 | 0.0% | 0.01% | -16.7% |
Q3 2018 | $12,000 | +9.1% | 100 | 0.0% | 0.01% | +20.0% |
Q2 2018 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | -28.6% |
Q1 2018 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $10,000 | -61.5% | 100 | -63.6% | 0.01% | -68.2% |
Q3 2016 | $26,000 | – | 275 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
LPWM LLC | 193,875 | $18,660,000 | 20.33% |
AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |