ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $846,867 | -6.8% | 5,505 | -2.4% | 0.18% | -1.6% |
Q2 2023 | $909,088 | +6.5% | 5,640 | +0.2% | 0.18% | +0.6% |
Q1 2023 | $853,945 | +4.7% | 5,627 | +0.1% | 0.18% | -1.6% |
Q4 2022 | $815,730 | +11.0% | 5,624 | -1.6% | 0.18% | +0.5% |
Q3 2022 | $735,000 | -8.0% | 5,718 | -1.6% | 0.18% | -5.2% |
Q2 2022 | $799,000 | -11.8% | 5,811 | -0.2% | 0.19% | +1.6% |
Q1 2022 | $906,000 | +1.5% | 5,821 | +2.1% | 0.19% | +3.8% |
Q4 2021 | $893,000 | +8.6% | 5,702 | +0.9% | 0.18% | +0.5% |
Q3 2021 | $822,000 | -1.3% | 5,652 | +0.2% | 0.18% | +1.1% |
Q2 2021 | $833,000 | +2.0% | 5,642 | -2.5% | 0.18% | -9.1% |
Q1 2021 | $817,000 | +17.4% | 5,788 | +6.4% | 0.20% | +9.4% |
Q4 2020 | $696,000 | +16.4% | 5,438 | +2.3% | 0.18% | +1.1% |
Q3 2020 | $598,000 | +4.0% | 5,315 | +0.1% | 0.18% | -5.3% |
Q2 2020 | $575,000 | +6.5% | 5,310 | -5.3% | 0.19% | -6.9% |
Q1 2020 | $540,000 | -10.9% | 5,606 | +20.3% | 0.20% | +6.3% |
Q4 2019 | $606,000 | +3.6% | 4,660 | -5.1% | 0.19% | -4.5% |
Q3 2019 | $585,000 | +2.3% | 4,910 | 0.0% | 0.20% | -0.5% |
Q2 2019 | $572,000 | -3.2% | 4,910 | -6.3% | 0.20% | -7.4% |
Q1 2019 | $591,000 | +18.9% | 5,238 | +6.7% | 0.22% | +8.5% |
Q4 2018 | $497,000 | – | 4,911 | – | 0.20% | – |
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% |