ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,790,522 | +6.1% | 17,312 | -0.1% | 0.01% | 0.0% |
Q1 2023 | $2,629,697 | +6.4% | 17,328 | +1.8% | 0.01% | 0.0% |
Q4 2022 | $2,470,397 | +12.2% | 17,029 | -0.6% | 0.01% | +11.1% |
Q3 2022 | $2,202,000 | -6.7% | 17,130 | -0.2% | 0.01% | 0.0% |
Q2 2022 | $2,359,000 | -12.6% | 17,159 | -1.0% | 0.01% | 0.0% |
Q1 2022 | $2,699,000 | -3.7% | 17,333 | -3.1% | 0.01% | 0.0% |
Q4 2021 | $2,802,000 | +9.3% | 17,892 | +1.5% | 0.01% | 0.0% |
Q3 2021 | $2,564,000 | -10.0% | 17,632 | -8.7% | 0.01% | -10.0% |
Q2 2021 | $2,850,000 | +10.8% | 19,307 | +6.0% | 0.01% | +11.1% |
Q1 2021 | $2,573,000 | +8.5% | 18,215 | -1.6% | 0.01% | 0.0% |
Q4 2020 | $2,371,000 | +38.5% | 18,519 | +22.0% | 0.01% | -35.7% |
Q1 2019 | $1,712,000 | +4.1% | 15,182 | -6.6% | 0.01% | +180.0% |
Q4 2018 | $1,644,000 | -14.4% | 16,253 | -2.0% | 0.01% | -50.0% |
Q3 2018 | $1,921,000 | +5.7% | 16,586 | +0.5% | 0.01% | 0.0% |
Q2 2018 | $1,817,000 | -12.3% | 16,503 | -13.0% | 0.01% | -16.7% |
Q1 2018 | $2,073,000 | -2.6% | 18,962 | +1.8% | 0.01% | 0.0% |
Q4 2017 | $2,128,000 | +7.6% | 18,622 | +1.6% | 0.01% | 0.0% |
Q3 2017 | $1,977,000 | +7.7% | 18,321 | +4.8% | 0.01% | 0.0% |
Q2 2017 | $1,835,000 | – | 17,482 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
LPWM LLC | 254,891 | $38,975,312 | 17.52% |
Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |