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 | $584,858 | -2.5% | 3,213 | +0.1% | 0.15% | -3.8% |
Q1 2024 | $599,553 | +7.9% | 3,209 | +0.4% | 0.16% | +0.6% |
Q4 2023 | $555,769 | +14.1% | 3,196 | +0.9% | 0.16% | -3.1% |
Q3 2023 | $487,142 | -4.6% | 3,167 | 0.0% | 0.16% | +6.5% |
Q2 2023 | $510,416 | +15.6% | 3,167 | +8.8% | 0.15% | +10.1% |
Q1 2023 | $441,559 | +5.1% | 2,910 | +0.5% | 0.14% | -0.7% |
Q4 2022 | $420,144 | +14.5% | 2,896 | +1.3% | 0.14% | +7.7% |
Q3 2022 | $367,000 | -6.6% | 2,859 | 0.0% | 0.13% | 0.0% |
Q2 2022 | $393,000 | -11.3% | 2,859 | +0.4% | 0.13% | +5.7% |
Q1 2022 | $443,000 | -0.2% | 2,847 | +0.5% | 0.12% | +6.0% |
Q4 2021 | $444,000 | +8.8% | 2,834 | +1.1% | 0.12% | -67.2% |
Q3 2021 | $408,000 | +3.8% | 2,803 | +0.8% | 0.35% | +230.8% |
Q1 2021 | $393,000 | +10.4% | 2,780 | 0.0% | 0.11% | +4.9% |
Q4 2020 | $356,000 | +14.5% | 2,780 | +0.7% | 0.10% | -1.9% |
Q3 2020 | $311,000 | +4.7% | 2,762 | +0.7% | 0.10% | -9.6% |
Q2 2020 | $297,000 | +14.2% | 2,743 | +1.4% | 0.12% | -5.0% |
Q1 2020 | $260,000 | -26.1% | 2,704 | 0.0% | 0.12% | -0.8% |
Q4 2019 | $352,000 | +10.7% | 2,704 | +1.2% | 0.12% | +14.0% |
Q3 2019 | $318,000 | +2.3% | 2,672 | 0.0% | 0.11% | -7.0% |
Q2 2019 | $311,000 | +3.7% | 2,672 | +0.6% | 0.12% | +0.9% |
Q1 2019 | $300,000 | – | 2,657 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
LPWM LLC | 236,761 | $37,084,000 | 19.67% |
Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |