ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,940,111 | -4.9% | 12,611 | -0.3% | 1.28% | -5.1% |
Q2 2023 | $2,039,251 | +6.1% | 12,651 | -0.1% | 1.35% | +2.0% |
Q1 2023 | $1,922,339 | +1.5% | 12,667 | -3.0% | 1.32% | -4.3% |
Q4 2022 | $1,894,681 | +8.4% | 13,060 | -4.0% | 1.38% | +3.8% |
Q3 2022 | $1,748,000 | -3.7% | 13,600 | +3.0% | 1.33% | +1.2% |
Q2 2022 | $1,815,000 | -8.2% | 13,205 | +4.0% | 1.31% | +0.3% |
Q1 2022 | $1,978,000 | +19.8% | 12,702 | +20.5% | 1.31% | +13.4% |
Q4 2021 | $1,651,000 | +14.7% | 10,544 | +6.5% | 1.15% | +5.0% |
Q3 2021 | $1,439,000 | +20.1% | 9,898 | +22.0% | 1.10% | +22.2% |
Q2 2021 | $1,198,000 | +11.0% | 8,115 | +6.2% | 0.90% | +3.3% |
Q1 2021 | $1,079,000 | -35.9% | 7,643 | -41.8% | 0.87% | -3.0% |
Q4 2020 | $1,682,000 | +122.5% | 13,132 | +95.2% | 0.90% | -1.2% |
Q3 2020 | $756,000 | -47.4% | 6,726 | -39.1% | 0.91% | -45.1% |
Q4 2019 | $1,437,000 | – | 11,043 | – | 1.65% | – |
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% |