ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,848,138 | -3.7% | 12,013 | 0.0% | 1.26% | +0.2% |
Q2 2023 | $1,919,738 | +3.2% | 12,013 | -0.7% | 1.26% | -4.7% |
Q1 2023 | $1,859,694 | +4.9% | 12,097 | -1.0% | 1.32% | +1.5% |
Q4 2022 | $1,772,930 | +12.6% | 12,221 | +4.2% | 1.30% | +7.1% |
Q3 2022 | $1,575,000 | -3.1% | 11,724 | -0.9% | 1.22% | +3.6% |
Q2 2022 | $1,626,000 | -13.2% | 11,828 | -1.8% | 1.17% | +0.5% |
Q1 2022 | $1,873,000 | -0.9% | 12,044 | -0.2% | 1.17% | +9.7% |
Q4 2021 | $1,890,000 | +7.8% | 12,064 | +0.0% | 1.06% | +1.1% |
Q3 2021 | $1,754,000 | -1.1% | 12,062 | +0.4% | 1.05% | +0.6% |
Q2 2021 | $1,773,000 | +0.3% | 12,011 | -4.0% | 1.05% | +0.8% |
Q1 2021 | $1,768,000 | +1.1% | 12,517 | -8.4% | 1.04% | -2.5% |
Q4 2020 | $1,749,000 | +12.3% | 13,662 | -1.4% | 1.07% | -12.1% |
Q3 2020 | $1,558,000 | +16.4% | 13,858 | +12.1% | 1.21% | +9.9% |
Q2 2020 | $1,338,000 | -7.4% | 12,360 | -17.7% | 1.10% | -22.0% |
Q1 2020 | $1,445,000 | -39.4% | 15,016 | -18.0% | 1.42% | -8.3% |
Q4 2019 | $2,384,000 | +5.2% | 18,322 | -3.7% | 1.54% | -0.8% |
Q3 2019 | $2,266,000 | -87.4% | 19,018 | -87.7% | 1.56% | -87.5% |
Q2 2019 | $17,972,000 | +5.3% | 154,176 | +1.9% | 12.47% | +1.6% |
Q1 2019 | $17,060,000 | +46.3% | 151,323 | +31.3% | 12.28% | +15.5% |
Q4 2018 | $11,659,000 | -34.5% | 115,280 | -25.0% | 10.63% | -12.8% |
Q3 2018 | $17,811,000 | +115.9% | 153,751 | +105.2% | 12.19% | +38.7% |
Q2 2018 | $8,250,000 | -50.9% | 74,911 | -51.3% | 8.78% | -32.2% |
Q1 2018 | $16,804,000 | -4.8% | 153,685 | -0.5% | 12.96% | +3.8% |
Q4 2017 | $17,653,000 | +6.6% | 154,522 | +0.7% | 12.48% | +2.1% |
Q3 2017 | $16,563,000 | +6.1% | 153,488 | +3.2% | 12.22% | +0.8% |
Q2 2017 | $15,610,000 | +22.0% | 148,721 | +20.9% | 12.13% | +24.2% |
Q1 2017 | $12,798,000 | +3.8% | 123,007 | +1.2% | 9.77% | -2.5% |
Q4 2016 | $12,326,000 | +8.0% | 121,577 | +1.1% | 10.02% | -3.4% |
Q3 2016 | $11,417,000 | +3.9% | 120,233 | +1.7% | 10.36% | +0.1% |
Q2 2016 | $10,988,000 | +2.8% | 118,274 | -0.4% | 10.35% | +0.5% |
Q1 2016 | $10,684,000 | +3.6% | 118,803 | +2.0% | 10.30% | +1.2% |
Q4 2015 | $10,312,000 | – | 116,477 | – | 10.18% | – |
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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% |