ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,313 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,234,152 | -3.7% | 6,781 | -1.1% | 0.06% | -26.3% |
| Q1 2024 | $1,281,271 | -0.9% | 6,859 | -7.7% | 0.08% | -9.5% |
| Q4 2023 | $1,292,817 | +7.0% | 7,435 | -4.8% | 0.08% | -5.6% |
| Q3 2023 | $1,208,466 | -4.2% | 7,813 | -0.2% | 0.09% | -3.3% |
| Q2 2023 | $1,261,261 | +6.6% | 7,825 | +0.4% | 0.09% | -10.7% |
| Q1 2023 | $1,182,618 | +8.4% | 7,793 | +3.6% | 0.10% | 0.0% |
| Q4 2022 | $1,091,461 | -99.9% | 7,524 | +5.1% | 0.10% | +18.4% |
| Q3 2022 | $920,034,000 | +24.9% | 7,159 | +33.5% | 0.09% | +26.1% |
| Q2 2022 | $736,879,000 | -10.8% | 5,361 | +1.0% | 0.07% | +7.8% |
| Q1 2022 | $826,512,000 | -2.9% | 5,308 | -2.3% | 0.06% | -1.5% |
| Q4 2021 | $851,234,000 | +14.9% | 5,435 | +6.7% | 0.06% | +1.6% |
| Q3 2021 | $740,877,000 | +249.6% | 5,095 | +255.1% | 0.06% | +204.8% |
| Q2 2021 | $211,899,000 | +4.7% | 1,435 | +0.2% | 0.02% | -22.2% |
| Q1 2021 | $202,321,000 | -16.7% | 1,432 | -40.4% | 0.03% | -42.6% |
| Q4 2018 | $242,938,000 | – | 2,402 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 421,198 | $61,103,192 | 23.23% |
| LPWM LLC | 242,937 | $36,547,490 | 19.66% |
| Foundation Wealth Management, LLC | 106,939 | $15,513,621 | 15.75% |
| Halpern Financial, Inc. | 274,700 | $39,850,734 | 14.61% |
| HOHIMER WEALTH MANAGEMENT, LLC | 314,579 | $45,635,976 | 14.56% |
| LVZ, Inc. | 575,155 | $83,437,689 | 13.02% |
| MMA ASSET MANAGEMENT LLC | 107,216 | $15,553,878 | 12.68% |
| Frank, Rimerman Advisors LLC | 269,955 | $39,162,372 | 12.20% |
| Powell Investment Advisors, LLC | 143,642 | $20,838,131 | 12.10% |
| Strategic Wealth Partners Group, LLC | 374,163 | $54,279 | 11.52% |