ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,623,363 | -4.6% | 23,553 | -0.1% | 1.29% | -0.8% |
Q2 2023 | $3,799,378 | +2.8% | 23,571 | -3.2% | 1.30% | -4.3% |
Q1 2023 | $3,695,733 | +102020.3% | 24,353 | -2.4% | 1.36% | -2.5% |
Q4 2022 | $3,619 | -99.9% | 24,950 | +0.0% | 1.39% | +0.6% |
Q3 2022 | $3,206,000 | -7.3% | 24,947 | -0.8% | 1.38% | -2.7% |
Q2 2022 | $3,458,000 | -12.8% | 25,155 | +0.0% | 1.42% | +3.4% |
Q1 2022 | $3,966,000 | +0.7% | 25,153 | +0.0% | 1.38% | -1.1% |
Q4 2021 | $3,939,000 | +7.7% | 25,149 | +0.0% | 1.39% | -4.8% |
Q3 2021 | $3,657,000 | -1.6% | 25,145 | -0.1% | 1.46% | -13.8% |
Q2 2021 | $3,717,000 | +1.8% | 25,179 | -2.6% | 1.70% | -4.2% |
Q1 2021 | $3,653,000 | +9.9% | 25,862 | -0.4% | 1.77% | -13.6% |
Q4 2020 | $3,325,000 | +13.3% | 25,975 | -0.4% | 2.05% | -1.0% |
Q3 2020 | $2,934,000 | +1.4% | 26,088 | -2.4% | 2.07% | -3.9% |
Q2 2020 | $2,893,000 | +9.6% | 26,736 | -2.5% | 2.15% | -4.5% |
Q1 2020 | $2,639,000 | -30.1% | 27,417 | -5.5% | 2.25% | -13.8% |
Q4 2019 | $3,775,000 | +17.2% | 29,020 | +7.3% | 2.62% | +42.3% |
Q3 2019 | $3,221,000 | +1.9% | 27,037 | -0.3% | 1.84% | +3.5% |
Q2 2019 | $3,161,000 | +3.4% | 27,121 | +0.0% | 1.78% | +0.2% |
Q1 2019 | $3,057,000 | +15.1% | 27,118 | +3.2% | 1.77% | +8.5% |
Q4 2018 | $2,657,000 | -10.9% | 26,266 | -8.3% | 1.63% | -22.5% |
Q1 2017 | $2,981,000 | – | 28,651 | – | 2.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
LPWM LLC | 208,165 | $26,649,000 | 19.89% |
Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |