ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $437,000 | -6.4% | 3,399 | 0.0% | 0.27% | -14.4% |
Q2 2022 | $467,000 | -11.7% | 3,399 | 0.0% | 0.31% | -2.2% |
Q1 2022 | $529,000 | -0.6% | 3,399 | 0.0% | 0.32% | -1.8% |
Q4 2021 | $532,000 | +7.7% | 3,399 | 0.0% | 0.33% | 0.0% |
Q3 2021 | $494,000 | -1.6% | 3,399 | 0.0% | 0.33% | -7.4% |
Q2 2021 | $502,000 | +0.4% | 3,399 | -4.0% | 0.35% | +0.9% |
Q1 2021 | $500,000 | +10.4% | 3,542 | 0.0% | 0.35% | +3.9% |
Q4 2020 | $453,000 | +13.8% | 3,542 | 0.0% | 0.34% | -1.2% |
Q3 2020 | $398,000 | +3.9% | 3,542 | 0.0% | 0.34% | -0.9% |
Q2 2020 | $383,000 | -30.6% | 3,542 | -38.3% | 0.34% | -37.3% |
Q1 2020 | $552,000 | -30.4% | 5,740 | -5.8% | 0.55% | -16.4% |
Q4 2019 | $793,000 | +9.2% | 6,095 | 0.0% | 0.65% | 0.0% |
Q3 2019 | $726,000 | +0.6% | 6,095 | 0.0% | 0.65% | -1.1% |
Q2 2019 | $722,000 | -12.4% | 6,095 | -15.5% | 0.66% | -17.0% |
Q1 2019 | $824,000 | +12.9% | 7,214 | 0.0% | 0.80% | +0.5% |
Q4 2018 | $730,000 | – | 7,214 | – | 0.79% | – |
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% |