ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $510,287 | -7.1% | 3,317 | -2.6% | 0.23% | -4.5% |
Q2 2023 | $549,174 | -12.2% | 3,407 | -17.3% | 0.24% | -15.4% |
Q1 2023 | $625,403 | +19.4% | 4,121 | +14.1% | 0.29% | +7.1% |
Q4 2022 | $523,848 | +125.8% | 3,611 | +99.6% | 0.27% | +100.8% |
Q3 2022 | $232,000 | -41.9% | 1,809 | -37.6% | 0.13% | -40.4% |
Q2 2022 | $399,000 | -31.3% | 2,900 | -22.2% | 0.22% | -20.9% |
Q1 2022 | $581,000 | +75.0% | 3,728 | +75.8% | 0.28% | +76.2% |
Q4 2021 | $332,000 | +163.5% | 2,120 | +89.3% | 0.16% | +119.2% |
Q3 2020 | $126,000 | +4.1% | 1,120 | 0.0% | 0.07% | +4.3% |
Q2 2020 | $121,000 | +12.0% | 1,120 | 0.0% | 0.07% | 0.0% |
Q1 2020 | $108,000 | -18.8% | 1,120 | 0.0% | 0.07% | -1.4% |
Q4 2019 | $133,000 | -0.7% | 1,120 | 0.0% | 0.07% | 0.0% |
Q3 2019 | $134,000 | +2.3% | 1,120 | 0.0% | 0.07% | 0.0% |
Q2 2019 | $131,000 | +2.3% | 1,120 | 0.0% | 0.07% | +97.2% |
Q1 2019 | $128,000 | – | 1,120 | – | 0.04% | – |
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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% |