ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,424,405 | -4.6% | 9,259 | 0.0% | 0.13% | +4.0% |
Q2 2023 | $1,492,459 | +6.2% | 9,259 | 0.0% | 0.13% | +1.6% |
Q1 2023 | $1,405,146 | -4.8% | 9,259 | -3.1% | 0.12% | -3.1% |
Q4 2022 | $1,476,483 | +16.5% | 9,559 | -3.0% | 0.13% | -2.3% |
Q3 2022 | $1,267,000 | -6.5% | 9,859 | 0.0% | 0.13% | -0.8% |
Q2 2022 | $1,355,000 | -11.7% | 9,859 | 0.0% | 0.13% | -0.8% |
Q1 2022 | $1,535,000 | +0.9% | 9,859 | +1.5% | 0.13% | +3.1% |
Q4 2021 | $1,521,000 | +7.7% | 9,715 | 0.0% | 0.13% | +1.6% |
Q3 2021 | $1,412,000 | -1.7% | 9,715 | -0.2% | 0.13% | -4.5% |
Q2 2021 | $1,436,000 | +4.5% | 9,733 | 0.0% | 0.13% | -2.2% |
Q1 2021 | $1,374,000 | +408.9% | 9,733 | +361.3% | 0.14% | +231.7% |
Q4 2020 | $270,000 | -75.8% | 2,110 | -78.8% | 0.04% | -69.2% |
Q3 2020 | $1,118,000 | -99.9% | 9,943 | -5.1% | 0.13% | -7.0% |
Q2 2020 | $1,133,283,000 | +112328.9% | 10,473 | 0.0% | 0.14% | -6.5% |
Q1 2020 | $1,008,000 | -26.8% | 10,473 | -1.1% | 0.15% | -14.0% |
Q4 2019 | $1,377,000 | +8.8% | 10,591 | -2.2% | 0.18% | +1.7% |
Q3 2019 | $1,266,000 | -0.1% | 10,826 | -0.4% | 0.18% | -1.1% |
Q2 2019 | $1,267,000 | -0.6% | 10,871 | -3.9% | 0.18% | -5.9% |
Q1 2019 | $1,275,000 | – | 11,311 | – | 0.19% | – |
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% |