ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,564,418 | -6.5% | 10,114 | -2.5% | 0.06% | -3.5% |
Q2 2023 | $1,672,491 | +12.0% | 10,376 | +5.4% | 0.06% | +7.5% |
Q1 2023 | $1,493,345 | +25.1% | 9,840 | +19.6% | 0.05% | -10.2% |
Q4 2022 | $1,193,608 | +13.1% | 8,228 | +0.2% | 0.06% | -3.3% |
Q3 2022 | $1,055,000 | +5.0% | 8,210 | +12.3% | 0.06% | +8.9% |
Q2 2022 | $1,005,000 | -12.8% | 7,314 | -1.1% | 0.06% | -3.4% |
Q1 2022 | $1,152,000 | -0.5% | 7,397 | +0.1% | 0.06% | +1.8% |
Q4 2021 | $1,158,000 | +6.0% | 7,391 | -1.6% | 0.06% | -1.7% |
Q3 2021 | $1,092,000 | +0.2% | 7,508 | +1.7% | 0.06% | -1.7% |
Q2 2021 | $1,090,000 | +2.5% | 7,384 | -1.8% | 0.06% | -13.2% |
Q1 2021 | $1,063,000 | +5.8% | 7,523 | -4.2% | 0.07% | -4.2% |
Q4 2020 | $1,005,000 | +2.3% | 7,849 | -10.1% | 0.07% | -13.4% |
Q3 2020 | $982,000 | +2.1% | 8,735 | -1.7% | 0.08% | -11.8% |
Q2 2020 | $962,000 | +10.4% | 8,889 | -1.8% | 0.09% | -13.1% |
Q1 2020 | $871,000 | -31.8% | 9,048 | -7.9% | 0.11% | -15.7% |
Q4 2019 | $1,277,000 | +10.1% | 9,819 | +0.8% | 0.13% | -5.2% |
Q3 2019 | $1,160,000 | -2.4% | 9,738 | -4.5% | 0.13% | -3.6% |
Q2 2019 | $1,188,000 | +12.3% | 10,195 | +8.6% | 0.14% | +6.9% |
Q1 2019 | $1,058,000 | -22.2% | 9,389 | -30.2% | 0.13% | -33.0% |
Q4 2018 | $1,360,000 | -13.0% | 13,450 | +0.3% | 0.19% | -5.4% |
Q3 2018 | $1,563,000 | +5.3% | 13,413 | +0.2% | 0.20% | +3.0% |
Q2 2018 | $1,484,000 | +1.4% | 13,392 | 0.0% | 0.20% | +13.7% |
Q1 2018 | $1,464,000 | +21.6% | 13,392 | +27.0% | 0.18% | +19.9% |
Q4 2017 | $1,204,000 | +6.2% | 10,543 | +0.3% | 0.15% | -2.0% |
Q3 2017 | $1,134,000 | +3.0% | 10,507 | +0.2% | 0.15% | -3.9% |
Q2 2017 | $1,101,000 | +127.0% | 10,487 | +124.8% | 0.16% | +121.4% |
Q1 2017 | $485,000 | +2.8% | 4,665 | +0.3% | 0.07% | -6.7% |
Q4 2016 | $472,000 | -22.4% | 4,653 | -27.3% | 0.08% | -29.2% |
Q3 2016 | $608,000 | +2.2% | 6,401 | 0.0% | 0.11% | -7.0% |
Q2 2016 | $595,000 | +1.0% | 6,401 | -2.2% | 0.11% | -4.2% |
Q1 2016 | $589,000 | +9.5% | 6,548 | +7.8% | 0.12% | -6.3% |
Q4 2015 | $538,000 | +20.6% | 6,076 | +15.3% | 0.13% | +8.5% |
Q3 2015 | $446,000 | -6.7% | 5,269 | +1.6% | 0.12% | -1.7% |
Q2 2015 | $478,000 | -0.4% | 5,187 | 0.0% | 0.12% | -2.5% |
Q1 2015 | $480,000 | -1.2% | 5,187 | +0.0% | 0.12% | -6.2% |
Q4 2014 | $486,000 | +10.7% | 5,185 | +6.4% | 0.13% | +1.6% |
Q3 2014 | $439,000 | -8.7% | 4,874 | -8.5% | 0.13% | -5.9% |
Q2 2014 | $481,000 | +3.9% | 5,328 | +0.0% | 0.14% | 0.0% |
Q1 2014 | $463,000 | – | 5,327 | – | 0.14% | – |
Download |
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% |