ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 757 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $561,102 | -2.4% | 3,083 | +0.1% | 0.28% | -3.1% |
Q1 2024 | $575,179 | +7.4% | 3,079 | -0.0% | 0.29% | -1.0% |
Q4 2023 | $535,628 | +13.3% | 3,080 | +0.3% | 0.29% | +3.9% |
Q3 2023 | $472,612 | -4.6% | 3,072 | 0.0% | 0.28% | +0.7% |
Q2 2023 | $495,192 | +2.8% | 3,072 | -3.2% | 0.28% | +1.1% |
Q1 2023 | $481,739 | +4.7% | 3,174 | +0.1% | 0.28% | +4.2% |
Q4 2022 | $459,964 | +12.5% | 3,171 | -0.4% | 0.26% | +7.3% |
Q3 2022 | $409,000 | -6.6% | 3,185 | 0.0% | 0.25% | -5.7% |
Q2 2022 | $438,000 | -12.2% | 3,185 | -0.5% | 0.26% | +5.6% |
Q1 2022 | $499,000 | -3.7% | 3,202 | -3.2% | 0.25% | +1.2% |
Q4 2021 | $518,000 | +7.9% | 3,309 | +0.3% | 0.24% | +2.5% |
Q3 2021 | $480,000 | -18.4% | 3,300 | -17.2% | 0.24% | -18.2% |
Q2 2021 | $588,000 | +4.4% | 3,985 | 0.0% | 0.29% | +8.1% |
Q1 2021 | $563,000 | +8.9% | 3,985 | -1.2% | 0.27% | +4.2% |
Q4 2020 | $517,000 | +48.6% | 4,035 | +30.4% | 0.26% | +34.2% |
Q3 2020 | $348,000 | +2.7% | 3,095 | -1.3% | 0.19% | -8.5% |
Q2 2020 | $339,000 | +12.3% | 3,135 | 0.0% | 0.21% | -11.7% |
Q1 2020 | $302,000 | -26.0% | 3,135 | 0.0% | 0.24% | -11.5% |
Q4 2019 | $408,000 | +7.9% | 3,135 | -1.3% | 0.27% | +5.1% |
Q3 2019 | $378,000 | +0.3% | 3,175 | 0.0% | 0.26% | -2.7% |
Q2 2019 | $377,000 | +2.4% | 3,175 | -2.8% | 0.26% | +2.7% |
Q1 2019 | $368,000 | +10.8% | 3,265 | -0.6% | 0.26% | -3.4% |
Q4 2018 | $332,000 | -13.3% | 3,285 | -0.8% | 0.27% | -16.4% |
Q3 2018 | $383,000 | +4.9% | 3,310 | 0.0% | 0.32% | -7.3% |
Q2 2018 | $365,000 | -12.0% | 3,310 | -12.8% | 0.34% | -25.4% |
Q1 2018 | $415,000 | -4.4% | 3,795 | 0.0% | 0.46% | -19.9% |
Q4 2017 | $434,000 | – | 3,795 | – | 0.57% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
LPWM LLC | 236,761 | $37,084,000 | 19.67% |
Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |