ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $31,638,122 | +49.5% | 205,656 | +56.6% | 1.74% | +58.9% |
Q2 2023 | $21,166,699 | +10.3% | 131,315 | +3.9% | 1.10% | +7.2% |
Q1 2023 | $19,189,259 | +37.5% | 126,395 | +31.4% | 1.02% | +20.5% |
Q4 2022 | $13,956,427 | +23.7% | 96,205 | +9.6% | 0.85% | +8.3% |
Q3 2022 | $11,285,000 | +14.5% | 87,805 | +22.4% | 0.78% | +5.2% |
Q2 2022 | $9,860,000 | +46.8% | 71,732 | +66.3% | 0.74% | +38.3% |
Q1 2022 | $6,717,000 | +18.5% | 43,137 | +19.2% | 0.54% | +19.3% |
Q4 2021 | $5,668,000 | +23.4% | 36,185 | +14.5% | 0.45% | +20.3% |
Q3 2021 | $4,595,000 | +2.1% | 31,601 | +3.7% | 0.38% | +1.4% |
Q2 2021 | $4,500,000 | -3.4% | 30,479 | -7.6% | 0.37% | -11.1% |
Q1 2021 | $4,660,000 | +640.9% | 32,994 | +571.8% | 0.42% | +582.0% |
Q4 2020 | $629,000 | +20866.7% | 4,911 | +16834.5% | 0.06% | – |
Q3 2019 | $3,000 | -50.0% | 29 | -44.2% | 0.00% | -100.0% |
Q2 2019 | $6,000 | -76.9% | 52 | -77.2% | 0.00% | -80.0% |
Q1 2019 | $26,000 | -98.9% | 228 | -99.0% | 0.01% | -99.0% |
Q4 2018 | $2,373,000 | +5984.6% | 23,459 | +6799.7% | 0.50% | +3753.8% |
Q3 2018 | $39,000 | -66.9% | 340 | -68.4% | 0.01% | -53.6% |
Q2 2018 | $118,000 | – | 1,075 | – | 0.03% | – |
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% |