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 | $38,975,312 | -3.8% | 254,891 | +1.6% | 17.52% | -1.9% |
Q2 2023 | $40,499,755 | +7.1% | 250,804 | +0.6% | 17.87% | -1.7% |
Q1 2023 | $37,820,405 | +3.5% | 249,212 | +2.6% | 18.18% | -7.5% |
Q4 2022 | $36,547,490 | +16.4% | 242,937 | -0.6% | 19.66% | +5.1% |
Q3 2022 | $31,398,000 | -6.0% | 244,307 | +1.7% | 18.71% | +0.4% |
Q2 2022 | $33,414,000 | -6.5% | 240,267 | +4.9% | 18.63% | +4.7% |
Q1 2022 | $35,742,000 | -3.6% | 228,995 | -3.3% | 17.80% | -9.5% |
Q4 2021 | $37,084,000 | +10.8% | 236,761 | +4.3% | 19.67% | -1.0% |
Q3 2021 | $33,473,000 | +2.0% | 227,077 | +2.8% | 19.88% | +0.9% |
Q2 2021 | $32,807,000 | +7.7% | 220,922 | +3.1% | 19.70% | -3.8% |
Q1 2021 | $30,456,000 | +14.3% | 214,204 | +2.9% | 20.48% | +3.0% |
Q4 2020 | $26,649,000 | +20.8% | 208,165 | +6.2% | 19.89% | +11.1% |
Q3 2020 | $22,061,000 | +7.1% | 195,973 | +3.0% | 17.90% | -4.7% |
Q2 2020 | $20,597,000 | +10.4% | 190,340 | -1.8% | 18.79% | -7.6% |
Q1 2020 | $18,660,000 | -16.3% | 193,875 | +13.2% | 20.33% | -1.3% |
Q4 2019 | $22,281,000 | – | 171,274 | – | 20.60% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
LPWM LLC | 254,891 | $38,975,312 | 17.52% |
Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |