ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $48,429,581 | -4.2% | 315,259 | +0.5% | 5.06% | -6.0% |
Q2 2023 | $50,541,909 | +7.2% | 313,555 | +0.9% | 5.38% | -4.4% |
Q1 2023 | $47,162,808 | +5.7% | 310,772 | +1.0% | 5.62% | -0.6% |
Q4 2022 | $44,628,011 | +12.5% | 307,631 | -0.3% | 5.66% | -4.9% |
Q3 2022 | $39,659,000 | -6.6% | 308,579 | -0.1% | 5.94% | -9.5% |
Q2 2022 | $42,464,000 | -13.0% | 308,919 | -1.5% | 6.57% | -7.3% |
Q1 2022 | $48,837,000 | -2.3% | 313,623 | -1.7% | 7.08% | +0.1% |
Q4 2021 | $49,985,000 | +6.8% | 319,130 | -0.8% | 7.08% | -2.8% |
Q3 2021 | $46,787,000 | -0.7% | 321,740 | +0.8% | 7.28% | -1.6% |
Q2 2021 | $47,128,000 | +6.1% | 319,206 | +1.5% | 7.40% | -1.9% |
Q1 2021 | $44,415,000 | +10.1% | 314,467 | -0.2% | 7.54% | +0.8% |
Q4 2020 | $40,338,000 | +10.9% | 315,093 | -2.6% | 7.48% | -1.2% |
Q3 2020 | $36,362,000 | +1.6% | 323,360 | -2.2% | 7.57% | -1.8% |
Q2 2020 | $35,793,000 | -16.6% | 330,770 | -25.8% | 7.71% | -30.2% |
Q1 2020 | $42,923,000 | -22.4% | 445,955 | +4.8% | 11.04% | +0.6% |
Q4 2019 | $55,334,000 | +3.7% | 425,348 | -5.0% | 10.98% | +1.8% |
Q3 2019 | $53,337,000 | +1.1% | 447,687 | -1.1% | 10.79% | +1.2% |
Q2 2019 | $52,751,000 | +5.6% | 452,530 | +2.2% | 10.66% | +3.7% |
Q1 2019 | $49,936,000 | +13.2% | 442,928 | +1.5% | 10.28% | +0.9% |
Q4 2018 | $44,120,000 | – | 436,230 | – | 10.19% | – |
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% |