ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,423,239 | -4.6% | 15,752 | 0.0% | 0.62% | +0.2% |
Q2 2023 | $2,539,014 | +6.5% | 15,752 | +0.2% | 0.62% | +1.1% |
Q1 2023 | $2,384,567 | +2.3% | 15,713 | -2.2% | 0.62% | -3.0% |
Q4 2022 | $2,329,854 | +21.5% | 16,060 | +7.6% | 0.63% | +19.4% |
Q3 2022 | $1,917,000 | +4.1% | 14,920 | +11.3% | 0.53% | +7.5% |
Q2 2022 | $1,842,000 | -11.4% | 13,403 | +0.3% | 0.49% | +0.8% |
Q1 2022 | $2,080,000 | -1.0% | 13,357 | -0.5% | 0.49% | +1.7% |
Q4 2021 | $2,101,000 | +10.5% | 13,419 | +2.6% | 0.48% | +0.4% |
Q3 2021 | $1,901,000 | +1.0% | 13,076 | +2.5% | 0.48% | 0.0% |
Q2 2021 | $1,883,000 | +21.3% | 12,760 | +16.1% | 0.48% | +11.1% |
Q1 2021 | $1,552,000 | +10.6% | 10,991 | +0.3% | 0.43% | +1.4% |
Q4 2020 | $1,403,000 | -20.6% | 10,957 | -30.2% | 0.43% | -31.3% |
Q3 2020 | $1,766,000 | +2.7% | 15,708 | -1.2% | 0.62% | -3.9% |
Q2 2020 | $1,720,000 | +14.4% | 15,903 | -2.7% | 0.64% | -9.5% |
Q1 2020 | $1,503,000 | -23.6% | 16,348 | +8.5% | 0.71% | +8.5% |
Q4 2019 | $1,967,000 | +3.5% | 15,064 | -6.7% | 0.66% | -4.6% |
Q3 2019 | $1,900,000 | -2.3% | 16,147 | -2.5% | 0.69% | -5.2% |
Q2 2019 | $1,945,000 | +19.5% | 16,562 | +16.2% | 0.73% | +10.3% |
Q1 2019 | $1,627,000 | +14.9% | 14,247 | +1.8% | 0.66% | +2.0% |
Q4 2018 | $1,416,000 | – | 14,001 | – | 0.65% | – |
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% |