ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $692,280 | -6.6% | 4,500 | -2.2% | 0.20% | +3.0% |
Q2 2023 | $741,474 | +6.2% | 4,600 | 0.0% | 0.20% | +2.1% |
Q1 2023 | $698,096 | -13.9% | 4,600 | -17.7% | 0.19% | -14.9% |
Q4 2022 | $810,506 | +21.3% | 5,587 | +7.4% | 0.23% | +9.6% |
Q3 2022 | $668,000 | -6.6% | 5,200 | 0.0% | 0.21% | -4.6% |
Q2 2022 | $715,000 | -11.7% | 5,200 | 0.0% | 0.22% | +3.3% |
Q1 2022 | $810,000 | -0.5% | 5,200 | 0.0% | 0.21% | +6.6% |
Q4 2021 | $814,000 | -9.8% | 5,200 | -16.1% | 0.20% | -16.5% |
Q3 2021 | $902,000 | -2.8% | 6,200 | -1.4% | 0.24% | -6.0% |
Q2 2021 | $928,000 | +4.5% | 6,287 | 0.0% | 0.25% | -15.7% |
Q1 2021 | $888,000 | +10.3% | 6,287 | 0.0% | 0.30% | +0.3% |
Q4 2020 | $805,000 | +13.9% | 6,287 | 0.0% | 0.30% | +3.1% |
Q3 2020 | $707,000 | +4.0% | 6,287 | 0.0% | 0.29% | -5.9% |
Q2 2020 | $680,000 | +12.4% | 6,287 | 0.0% | 0.31% | -6.1% |
Q1 2020 | $605,000 | -26.0% | 6,287 | 0.0% | 0.33% | -4.4% |
Q4 2019 | $818,000 | +9.2% | 6,287 | 0.0% | 0.34% | +4.0% |
Q3 2019 | $749,000 | +2.2% | 6,287 | 0.0% | 0.33% | +0.3% |
Q2 2019 | $733,000 | +3.4% | 6,287 | 0.0% | 0.33% | +1.5% |
Q1 2019 | $709,000 | +11.5% | 6,287 | 0.0% | 0.32% | +1.3% |
Q4 2018 | $636,000 | – | 6,287 | – | 0.32% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
LPWM LLC | 193,875 | $18,660,000 | 20.33% |
AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |