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 | $487,350 | +7.7% | 3,168 | +12.8% | 0.05% | +6.7% |
Q2 2023 | $452,606 | +7.3% | 2,808 | +1.1% | 0.04% | -2.2% |
Q1 2023 | $421,642 | +0.7% | 2,778 | -3.8% | 0.05% | -8.0% |
Q4 2022 | $418,909 | +12.9% | 2,888 | +0.1% | 0.05% | -5.7% |
Q3 2022 | $371,000 | -4.9% | 2,885 | +1.7% | 0.05% | -20.9% |
Q2 2022 | $390,000 | -12.8% | 2,838 | -1.1% | 0.07% | -5.6% |
Q1 2022 | $447,000 | -8.6% | 2,870 | -8.0% | 0.07% | -9.0% |
Q4 2021 | $489,000 | -2.4% | 3,119 | -9.4% | 0.08% | -21.2% |
Q3 2021 | $501,000 | -2.3% | 3,443 | -1.0% | 0.10% | -16.8% |
Q2 2021 | $513,000 | +1.8% | 3,477 | -2.5% | 0.12% | -19.6% |
Q1 2021 | $504,000 | +7.2% | 3,566 | -2.9% | 0.15% | -7.5% |
Q4 2020 | $470,000 | +7.6% | 3,674 | -5.4% | 0.16% | -10.6% |
Q3 2020 | $437,000 | -10.6% | 3,884 | -14.1% | 0.18% | -22.8% |
Q2 2020 | $489,000 | +0.4% | 4,521 | -10.7% | 0.23% | -23.9% |
Q1 2020 | $487,000 | -36.0% | 5,064 | -13.4% | 0.30% | -30.4% |
Q4 2019 | $761,000 | +7.9% | 5,846 | -1.2% | 0.44% | -5.0% |
Q3 2019 | $705,000 | -1.0% | 5,916 | -3.2% | 0.46% | -12.9% |
Q2 2019 | $712,000 | +2.9% | 6,109 | -0.5% | 0.53% | -3.5% |
Q1 2019 | $692,000 | +14.2% | 6,142 | +2.6% | 0.55% | -2.1% |
Q4 2018 | $606,000 | -45.3% | 5,988 | -38.3% | 0.56% | -39.8% |
Q4 2017 | $1,108,000 | – | 9,701 | – | 0.93% | – |
Download |
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% |