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 | $12,824,102 | -3.4% | 83,360 | +1.2% | 4.69% | +0.8% |
Q2 2023 | $13,279,638 | +17.5% | 82,385 | +10.6% | 4.65% | +7.3% |
Q1 2023 | $11,299,594 | +6.3% | 74,457 | +1.6% | 4.34% | -3.5% |
Q4 2022 | $10,632,180 | +2.8% | 73,290 | -8.9% | 4.49% | -2.8% |
Q3 2022 | $10,342,000 | -10.2% | 80,467 | -4.0% | 4.62% | -7.3% |
Q2 2022 | $11,521,000 | -22.3% | 83,811 | -11.9% | 4.99% | -7.8% |
Q1 2022 | $14,820,000 | +2.5% | 95,171 | +4.7% | 5.41% | +9.3% |
Q4 2021 | $14,452,000 | +20.5% | 90,931 | +10.2% | 4.95% | +11.4% |
Q3 2021 | $11,998,000 | +6.4% | 82,508 | +8.0% | 4.44% | +3.6% |
Q2 2021 | $11,281,000 | +5.8% | 76,408 | +2.7% | 4.29% | -2.1% |
Q1 2021 | $10,658,000 | +25.2% | 74,424 | +14.8% | 4.38% | +19.3% |
Q4 2020 | $8,512,000 | +56.5% | 64,835 | +34.1% | 3.67% | +31.0% |
Q3 2020 | $5,438,000 | +14.0% | 48,362 | +11.2% | 2.80% | +6.6% |
Q2 2020 | $4,770,000 | +120.9% | 43,490 | +155.0% | 2.63% | +131.7% |
Q4 2019 | $2,159,000 | – | 17,056 | – | 1.14% | – |
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% |