ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $248,452 | -4.6% | 1,615 | 0.0% | 0.07% | -2.8% |
Q2 2023 | $260,322 | -8.9% | 1,615 | -14.2% | 0.07% | -15.5% |
Q1 2023 | $285,800 | +4.7% | 1,883 | +0.1% | 0.08% | -15.2% |
Q4 2022 | $273,019 | +12.8% | 1,882 | +0.1% | 0.10% | +2.1% |
Q3 2022 | $242,000 | -6.9% | 1,880 | -0.7% | 0.10% | -4.0% |
Q2 2022 | $260,000 | -11.0% | 1,893 | +0.9% | 0.10% | -5.6% |
Q1 2022 | $292,000 | +0.7% | 1,877 | +0.1% | 0.11% | -1.8% |
Q4 2021 | $290,000 | +23.4% | 1,876 | +16.2% | 0.11% | +17.2% |
Q3 2021 | $235,000 | +13.0% | 1,615 | +14.9% | 0.09% | -3.1% |
Q2 2021 | $208,000 | -5.5% | 1,406 | -9.8% | 0.10% | -10.3% |
Q1 2021 | $220,000 | – | 1,559 | – | 0.11% | – |
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% |