ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,313 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $907,455 | 0.0% | 4,858 | 0.0% | 0.25% | 0.0% |
Q1 2024 | $907,455 | +11.5% | 4,858 | +3.8% | 0.25% | -2.7% |
Q4 2023 | $813,640 | +5.1% | 4,679 | -7.0% | 0.26% | -8.5% |
Q3 2023 | $773,937 | -14.9% | 5,031 | -10.8% | 0.28% | -2.4% |
Q2 2023 | $909,400 | +13.7% | 5,642 | +7.1% | 0.29% | +14.7% |
Q1 2023 | $799,623 | -12.0% | 5,269 | -15.9% | 0.25% | -18.2% |
Q4 2022 | $908,397 | +25.5% | 6,262 | +11.2% | 0.31% | +6.6% |
Q3 2022 | $724,000 | -1.0% | 5,633 | +5.9% | 0.29% | +9.1% |
Q2 2022 | $731,000 | +8.3% | 5,318 | +22.7% | 0.26% | +44.3% |
Q1 2022 | $675,000 | -26.3% | 4,334 | -25.9% | 0.18% | -25.0% |
Q4 2021 | $916,000 | +8.0% | 5,850 | +0.4% | 0.24% | -1.6% |
Q3 2021 | $848,000 | -2.3% | 5,829 | -0.8% | 0.25% | -2.4% |
Q2 2021 | $868,000 | +3.7% | 5,876 | -0.9% | 0.25% | -12.1% |
Q1 2021 | $837,000 | +0.8% | 5,928 | -8.6% | 0.29% | -7.7% |
Q4 2020 | $830,000 | +14.0% | 6,483 | +0.1% | 0.31% | -8.2% |
Q3 2020 | $728,000 | +4.1% | 6,475 | +0.2% | 0.34% | +3.0% |
Q2 2020 | $699,000 | +12.9% | 6,459 | +0.5% | 0.33% | -9.6% |
Q1 2020 | $619,000 | -26.0% | 6,427 | 0.0% | 0.37% | +5.8% |
Q4 2019 | $836,000 | +9.6% | 6,427 | +0.4% | 0.35% | -12.0% |
Q3 2019 | $763,000 | +2.3% | 6,401 | 0.0% | 0.39% | +2.9% |
Q2 2019 | $746,000 | +3.6% | 6,401 | +0.2% | 0.38% | -0.5% |
Q1 2019 | $720,000 | +6.7% | 6,389 | -4.2% | 0.38% | +6.4% |
Q4 2018 | $675,000 | +13.6% | 6,666 | +30.0% | 0.36% | +25.3% |
Q3 2018 | $594,000 | +5.1% | 5,127 | 0.0% | 0.29% | -2.7% |
Q2 2018 | $565,000 | -1.2% | 5,127 | -2.0% | 0.30% | +31.0% |
Q1 2018 | $572,000 | -0.2% | 5,234 | -1.5% | 0.23% | -9.2% |
Q3 2017 | $573,000 | -0.2% | 5,312 | -2.8% | 0.25% | -3.9% |
Q2 2017 | $574,000 | +0.9% | 5,464 | -0.2% | 0.26% | -0.4% |
Q1 2017 | $569,000 | +2.5% | 5,473 | 0.0% | 0.26% | -1.9% |
Q4 2016 | $555,000 | +8.4% | 5,473 | 0.0% | 0.26% | +1.5% |
Q3 2016 | $512,000 | +10.1% | 5,473 | +9.3% | 0.26% | -0.8% |
Q2 2016 | $465,000 | -18.7% | 5,006 | -22.1% | 0.26% | -20.1% |
Q1 2016 | $572,000 | +8.3% | 6,426 | 0.0% | 0.33% | -20.9% |
Q4 2015 | $528,000 | – | 6,426 | – | 0.42% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
LPWM LLC | 236,761 | $37,084,000 | 19.67% |
Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |