ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,668,626 | -13.9% | 17,347 | -9.8% | 0.81% | -9.1% |
Q2 2023 | $3,098,839 | +5.5% | 19,225 | -0.6% | 0.89% | -1.0% |
Q1 2023 | $2,936,614 | +4.1% | 19,350 | -0.5% | 0.90% | -2.5% |
Q4 2022 | $2,820,962 | +9.8% | 19,446 | -2.8% | 0.92% | +6.1% |
Q3 2022 | $2,570,000 | -6.4% | 19,997 | +0.1% | 0.87% | -1.0% |
Q2 2022 | $2,747,000 | -14.4% | 19,985 | -3.1% | 0.88% | -1.2% |
Q1 2022 | $3,210,000 | -3.6% | 20,616 | -3.1% | 0.89% | -1.2% |
Q4 2021 | $3,330,000 | +2.6% | 21,265 | -4.7% | 0.90% | -5.4% |
Q3 2021 | $3,246,000 | -2.1% | 22,322 | -0.6% | 0.95% | -2.7% |
Q2 2021 | $3,316,000 | +4.7% | 22,463 | +0.2% | 0.98% | -2.7% |
Q1 2021 | $3,166,000 | -20.3% | 22,422 | -27.8% | 1.00% | -23.6% |
Q4 2020 | $3,973,000 | +9.3% | 31,035 | -1.6% | 1.32% | +0.1% |
Q3 2020 | $3,636,000 | -0.7% | 31,528 | -6.8% | 1.32% | -7.5% |
Q2 2020 | $3,660,000 | +11.4% | 33,829 | -0.9% | 1.42% | -0.8% |
Q1 2020 | $3,285,000 | -26.4% | 34,136 | -0.5% | 1.43% | -17.1% |
Q4 2019 | $4,463,000 | +10.9% | 34,314 | +1.6% | 1.73% | +3.2% |
Q3 2019 | $4,025,000 | -1.1% | 33,788 | -2.5% | 1.67% | -3.5% |
Q2 2019 | $4,071,000 | +5.2% | 34,638 | +2.2% | 1.74% | -1.0% |
Q1 2019 | $3,870,000 | +17.2% | 33,894 | +3.8% | 1.75% | +6.6% |
Q4 2018 | $3,302,000 | -13.1% | 32,655 | +0.2% | 1.64% | -6.0% |
Q3 2018 | $3,799,000 | +5.4% | 32,606 | -0.5% | 1.75% | -1.2% |
Q2 2018 | $3,606,000 | +4.3% | 32,777 | +3.6% | 1.77% | -0.3% |
Q1 2018 | $3,458,000 | +0.6% | 31,634 | +10.3% | 1.78% | +3.1% |
Q4 2017 | $3,436,000 | +69.5% | 28,672 | +52.6% | 1.72% | +42.0% |
Q3 2017 | $2,027,000 | +46.6% | 18,788 | +42.5% | 1.21% | +30.4% |
Q2 2017 | $1,383,000 | – | 13,185 | – | 0.93% | – |
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% |