ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2022 | $3,496,000 | -45.1% | 22,451 | -44.7% | 1.19% | -45.3% |
Q4 2021 | $6,363,000 | -13.7% | 40,621 | -18.7% | 2.18% | -24.3% |
Q3 2021 | $7,374,000 | 0.0% | 49,949 | 0.0% | 2.88% | 0.0% |
Q2 2021 | $7,374,000 | +22.4% | 49,949 | +6.1% | 2.88% | -5.3% |
Q1 2021 | $6,024,000 | 0.0% | 47,057 | 0.0% | 3.04% | +0.0% |
Q4 2020 | $6,024,000 | +16.7% | 47,057 | +2.5% | 3.03% | +45.5% |
Q3 2020 | $5,160,000 | -5.4% | 45,888 | -9.0% | 2.08% | -23.9% |
Q2 2020 | $5,457,000 | +60.3% | 50,431 | +42.6% | 2.74% | +37.8% |
Q1 2020 | $3,404,000 | -56.8% | 35,364 | -46.6% | 1.99% | -49.4% |
Q3 2019 | $7,887,000 | -5.7% | 66,199 | -7.8% | 3.93% | -10.1% |
Q2 2019 | $8,366,000 | -2.8% | 71,768 | -6.0% | 4.37% | -2.5% |
Q1 2019 | $8,603,000 | -3.4% | 76,312 | -13.4% | 4.48% | -20.4% |
Q4 2018 | $8,910,000 | -12.3% | 88,095 | +0.5% | 5.63% | -3.4% |
Q3 2018 | $10,154,000 | +37.8% | 87,657 | +31.0% | 5.83% | +24.1% |
Q2 2018 | $7,368,000 | -3.3% | 66,906 | -4.0% | 4.69% | -5.2% |
Q1 2018 | $7,620,000 | -27.2% | 69,693 | -23.9% | 4.95% | -30.1% |
Q4 2017 | $10,462,000 | +9.5% | 91,583 | +3.4% | 7.08% | +4.1% |
Q3 2017 | $9,555,000 | -20.0% | 88,546 | -22.2% | 6.80% | -20.7% |
Q2 2017 | $11,939,000 | -12.8% | 113,750 | -13.6% | 8.58% | -16.4% |
Q1 2017 | $13,698,000 | -14.5% | 131,660 | -16.7% | 10.26% | -23.8% |
Q4 2016 | $16,017,000 | – | 157,994 | – | 13.47% | – |
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% |