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 | $21,397,622 | -2.9% | 138,335 | +1.2% | 12.86% | -0.1% |
Q2 2023 | $22,028,375 | -0.1% | 136,661 | -5.9% | 12.87% | +4.9% |
Q1 2023 | $22,045,870 | +5.8% | 145,268 | +1.1% | 12.27% | +1.4% |
Q4 2022 | $20,838,131 | +12.8% | 143,642 | -0.1% | 12.10% | -0.2% |
Q3 2022 | $18,472,000 | -6.0% | 143,728 | +0.5% | 12.12% | +1.7% |
Q2 2022 | $19,661,000 | -5.9% | 143,029 | +6.7% | 11.92% | -1.9% |
Q1 2022 | $20,883,000 | +4.8% | 134,105 | +5.4% | 12.15% | +7.3% |
Q4 2021 | $19,923,000 | +12.4% | 127,195 | +4.4% | 11.32% | +3.5% |
Q3 2021 | $17,719,000 | -2.0% | 121,850 | -0.5% | 10.94% | -1.5% |
Q2 2021 | $18,087,000 | +7.5% | 122,506 | +2.8% | 11.11% | +1.0% |
Q1 2021 | $16,826,000 | +14.2% | 119,132 | +3.5% | 11.01% | -1.8% |
Q4 2020 | $14,729,000 | +15.7% | 115,050 | +1.6% | 11.20% | +2.6% |
Q3 2020 | $12,729,000 | +15.6% | 113,199 | +11.3% | 10.92% | +2.6% |
Q2 2020 | $11,008,000 | +46.7% | 101,730 | +30.5% | 10.64% | +17.1% |
Q1 2020 | $7,503,000 | -12.1% | 77,949 | +18.9% | 9.09% | +2.2% |
Q4 2019 | $8,532,000 | – | 65,584 | – | 8.89% | – |
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% |