ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 527 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.41 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,366,327 | -15.6% | 151,887 | -11.6% | 0.20% | -13.3% |
Q2 2023 | $27,693,706 | +5.9% | 171,808 | -0.3% | 0.23% | +1.7% |
Q1 2023 | $26,145,822 | +4.1% | 172,284 | -0.5% | 0.23% | -1.7% |
Q4 2022 | $25,112,106 | +100.1% | 173,103 | +77.3% | 0.23% | -7.2% |
Q3 2022 | $12,548,000 | +13.3% | 97,632 | +21.2% | 0.25% | +42.6% |
Q2 2022 | $11,073,000 | -25.4% | 80,557 | -15.5% | 0.18% | -17.4% |
Q1 2022 | $14,841,000 | -10.4% | 95,308 | -9.9% | 0.21% | -10.1% |
Q4 2021 | $16,560,000 | +15.2% | 105,725 | +6.9% | 0.24% | +3.5% |
Q3 2021 | $14,377,000 | +0.9% | 98,865 | +2.4% | 0.23% | 0.0% |
Q2 2021 | $14,252,000 | +33.8% | 96,532 | +28.0% | 0.23% | +9.0% |
Q1 2021 | $10,648,000 | +7.6% | 75,387 | -2.4% | 0.21% | +7.1% |
Q4 2020 | $9,893,000 | +1087.6% | 77,278 | +942.6% | 0.20% | +188.2% |
Q3 2020 | $833,000 | +4.3% | 7,412 | +0.4% | 0.07% | -8.1% |
Q2 2020 | $799,000 | +8.9% | 7,384 | -3.2% | 0.07% | -17.8% |
Q1 2020 | $734,000 | -18.9% | 7,627 | +9.5% | 0.09% | -1.1% |
Q4 2019 | $905,000 | -14.3% | 6,967 | -21.0% | 0.09% | -28.9% |
Q3 2019 | $1,056,000 | +3.1% | 8,822 | +0.6% | 0.13% | -3.0% |
Q2 2019 | $1,024,000 | -36.9% | 8,769 | -38.9% | 0.13% | -42.4% |
Q1 2019 | $1,623,000 | -4.0% | 14,350 | -14.1% | 0.23% | -17.0% |
Q4 2018 | $1,690,000 | +17.9% | 16,701 | +35.4% | 0.28% | +34.0% |
Q3 2018 | $1,433,000 | +27.6% | 12,335 | +20.8% | 0.21% | +4.6% |
Q2 2018 | $1,123,000 | +12.1% | 10,213 | +11.2% | 0.20% | +4.8% |
Q1 2018 | $1,002,000 | -5.4% | 9,187 | -1.0% | 0.19% | -3.1% |
Q4 2017 | $1,059,000 | +9.5% | 9,280 | +3.5% | 0.19% | -9.3% |
Q3 2017 | $967,000 | -6.8% | 8,966 | -9.3% | 0.21% | -15.7% |
Q2 2017 | $1,037,000 | +1.8% | 9,886 | +0.9% | 0.25% | -9.6% |
Q1 2017 | $1,019,000 | +42.1% | 9,801 | +38.6% | 0.28% | +17.6% |
Q4 2016 | $717,000 | +104.9% | 7,072 | +91.3% | 0.24% | +59.3% |
Q3 2016 | $350,000 | – | 3,696 | – | 0.15% | – |
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% |