ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,986,818 | -6.0% | 12,915 | -1.5% | 0.29% | -4.0% |
Q2 2023 | $2,112,690 | +6.1% | 13,107 | -0.1% | 0.30% | -0.7% |
Q1 2023 | $1,991,703 | -25.0% | 13,124 | -28.3% | 0.30% | -29.9% |
Q4 2022 | $2,656,777 | -0.6% | 18,314 | -12.0% | 0.43% | -15.5% |
Q3 2022 | $2,674,000 | -9.2% | 20,805 | -2.9% | 0.51% | -5.5% |
Q2 2022 | $2,945,000 | -4.4% | 21,426 | +8.4% | 0.54% | +5.3% |
Q1 2022 | $3,079,000 | +37.8% | 19,774 | +38.7% | 0.51% | +21.2% |
Q4 2021 | $2,234,000 | +9.8% | 14,261 | +1.9% | 0.42% | -1.6% |
Q3 2021 | $2,035,000 | +0.2% | 13,995 | +1.8% | 0.43% | -2.5% |
Q2 2021 | $2,030,000 | +4.9% | 13,751 | +0.3% | 0.44% | -5.6% |
Q1 2021 | $1,936,000 | +86.9% | 13,706 | +69.4% | 0.47% | +354.4% |
Q4 2020 | $1,036,000 | +71.5% | 8,093 | +50.6% | 0.10% | +47.1% |
Q3 2020 | $604,000 | +3.8% | 5,373 | -0.1% | 0.07% | +7.7% |
Q2 2020 | $582,000 | +9.8% | 5,380 | -2.3% | 0.06% | -9.7% |
Q1 2020 | $530,000 | +15.7% | 5,504 | +56.5% | 0.07% | +9.1% |
Q4 2019 | $458,000 | +45.4% | 3,517 | +33.2% | 0.07% | +11.9% |
Q3 2019 | $315,000 | +2.3% | 2,640 | 0.0% | 0.06% | 0.0% |
Q2 2019 | $308,000 | +3.7% | 2,640 | +0.3% | 0.06% | -1.7% |
Q1 2019 | $297,000 | – | 2,632 | – | 0.06% | – |
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% |