ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $293,681 | +0.1% | 1,909 | +4.8% | 0.14% | +4.4% |
Q2 2023 | $293,527 | +6.2% | 1,821 | 0.0% | 0.14% | +3.1% |
Q1 2023 | $276,355 | -56.9% | 1,821 | -58.8% | 0.13% | -58.8% |
Q4 2022 | $640,484 | +13.0% | 4,415 | 0.0% | 0.32% | +14.4% |
Q3 2022 | $567,000 | -3.7% | 4,415 | +3.0% | 0.28% | -1.8% |
Q2 2022 | $589,000 | +7.1% | 4,286 | +21.4% | 0.28% | +27.5% |
Q1 2022 | $550,000 | +6.6% | 3,531 | +7.2% | 0.22% | +34.5% |
Q4 2021 | $516,000 | +7.7% | 3,295 | 0.0% | 0.16% | +0.6% |
Q3 2021 | $479,000 | -1.4% | 3,295 | 0.0% | 0.16% | +3.1% |
Q2 2021 | $486,000 | +4.5% | 3,295 | 0.0% | 0.16% | -9.1% |
Q1 2021 | $465,000 | +10.2% | 3,295 | 0.0% | 0.18% | -19.7% |
Q4 2020 | $422,000 | +22.0% | 3,295 | +7.1% | 0.22% | +12.4% |
Q3 2020 | $346,000 | +3.9% | 3,078 | 0.0% | 0.19% | -7.6% |
Q2 2020 | $333,000 | +33.2% | 3,078 | +18.7% | 0.21% | +12.3% |
Q1 2020 | $250,000 | – | 2,594 | – | 0.19% | – |
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% |