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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,493,336 | +31.9% | 35,708 | +38.2% | 0.57% | +29.3% |
Q2 2023 | $4,163,860 | +2.2% | 25,832 | -3.8% | 0.44% | +100.0% |
Q1 2023 | $4,076,208 | +1.7% | 26,860 | -2.8% | 0.22% | -9.1% |
Q4 2022 | $4,008,874 | +10.3% | 27,634 | -2.2% | 0.24% | -1.6% |
Q3 2022 | $3,633,000 | -6.9% | 28,267 | -0.4% | 0.25% | -6.1% |
Q2 2022 | $3,902,000 | -58.0% | 28,390 | -52.4% | 0.26% | -53.4% |
Q1 2022 | $9,280,000 | +119.7% | 59,588 | +121.0% | 0.56% | +113.7% |
Q4 2021 | $4,224,000 | +7.0% | 26,961 | -0.7% | 0.26% | -2.2% |
Q3 2021 | $3,949,000 | -1.1% | 27,159 | +0.4% | 0.27% | -6.3% |
Q2 2021 | $3,992,000 | +6.2% | 27,040 | +1.6% | 0.29% | -10.9% |
Q1 2021 | $3,760,000 | +21.7% | 26,625 | +10.3% | 0.32% | +16.2% |
Q4 2020 | $3,090,000 | -36.8% | 24,133 | -48.5% | 0.28% | -16.8% |
Q3 2020 | $4,892,000 | +94.9% | 46,827 | +101.8% | 0.33% | +2.5% |
Q2 2020 | $2,510,000 | +13.1% | 23,199 | +0.6% | 0.32% | -16.5% |
Q1 2020 | $2,220,000 | -44.5% | 23,064 | -25.0% | 0.39% | -23.4% |
Q4 2019 | $4,001,000 | +12.1% | 30,754 | +2.6% | 0.51% | -12.0% |
Q3 2019 | $3,570,000 | +2.4% | 29,964 | +0.2% | 0.58% | -15.9% |
Q2 2019 | $3,487,000 | +78.9% | 29,910 | +55.2% | 0.69% | +38.9% |
Q4 2018 | $1,949,000 | -15.2% | 19,275 | -2.8% | 0.49% | +36.1% |
Q3 2018 | $2,297,000 | +631.5% | 19,825 | +595.9% | 0.36% | +312.5% |
Q2 2018 | $314,000 | – | 2,849 | – | 0.09% | – |
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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% |