ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $600,379 | -4.6% | 3,903 | 0.0% | 0.39% | -1.8% |
Q2 2023 | $629,063 | -7.5% | 3,903 | -12.9% | 0.39% | -7.1% |
Q1 2023 | $680,399 | +4.6% | 4,483 | 0.0% | 0.42% | +3.7% |
Q4 2022 | $650,379 | +2.9% | 4,483 | -8.8% | 0.41% | -7.1% |
Q3 2022 | $632,000 | -7.1% | 4,917 | -0.6% | 0.44% | -0.2% |
Q2 2022 | $680,000 | -12.3% | 4,946 | -0.7% | 0.44% | +5.8% |
Q1 2022 | $775,000 | +4.0% | 4,979 | +4.6% | 0.42% | +4.8% |
Q4 2021 | $745,000 | +2.3% | 4,758 | -4.9% | 0.40% | -5.7% |
Q3 2021 | $728,000 | -1.5% | 5,003 | 0.0% | 0.42% | +1.9% |
Q2 2021 | $739,000 | +8.2% | 5,003 | +3.5% | 0.41% | +3.8% |
Q1 2021 | $683,000 | +3.3% | 4,833 | -6.4% | 0.40% | -9.5% |
Q4 2020 | $661,000 | -5.2% | 5,161 | -16.7% | 0.44% | -13.7% |
Q3 2020 | $697,000 | -52.2% | 6,196 | -54.0% | 0.51% | -52.5% |
Q2 2020 | $1,457,000 | +10.5% | 13,466 | -1.6% | 1.07% | -7.8% |
Q1 2020 | $1,318,000 | -30.2% | 13,690 | -5.7% | 1.16% | -7.3% |
Q4 2019 | $1,889,000 | +17.9% | 14,521 | +8.0% | 1.26% | +10.7% |
Q3 2019 | $1,602,000 | +0.1% | 13,448 | -2.0% | 1.14% | -0.4% |
Q2 2019 | $1,600,000 | -3.0% | 13,729 | -6.1% | 1.14% | +0.5% |
Q1 2019 | $1,649,000 | +10.8% | 14,625 | -0.6% | 1.13% | -0.3% |
Q4 2018 | $1,488,000 | -7.3% | 14,712 | +6.2% | 1.14% | +0.2% |
Q3 2018 | $1,605,000 | +8.9% | 13,853 | +3.5% | 1.13% | +3.0% |
Q2 2018 | $1,474,000 | +0.5% | 13,385 | -0.3% | 1.10% | -3.3% |
Q1 2018 | $1,467,000 | -3.0% | 13,420 | +1.3% | 1.14% | +1.2% |
Q4 2017 | $1,513,000 | – | 13,248 | – | 1.12% | – |
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% |