ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $203,782 | -4.8% | 1,324 | 0.0% | 0.21% | 0.0% |
Q2 2023 | $214,000 | -3.2% | 1,324 | -9.1% | 0.21% | -7.5% |
Q1 2023 | $221,000 | +5.2% | 1,456 | +0.4% | 0.23% | -5.8% |
Q4 2022 | $210,000 | +4.0% | 1,450 | -7.8% | 0.24% | -20.7% |
Q3 2022 | $202,000 | -6.0% | 1,573 | +0.6% | 0.30% | -5.3% |
Q2 2022 | $215,000 | -13.0% | 1,563 | -0.8% | 0.32% | +6.6% |
Q4 2021 | $247,000 | -29.8% | 1,575 | -34.8% | 0.30% | -71.3% |
Q3 2021 | $352,000 | -67.7% | 2,417 | -67.3% | 1.05% | +141.1% |
Q2 2021 | $1,091,000 | +4.8% | 7,393 | +0.3% | 0.44% | -20.3% |
Q1 2021 | $1,041,000 | +12.2% | 7,369 | +1.6% | 0.55% | -0.4% |
Q4 2020 | $928,000 | +18.8% | 7,251 | +4.4% | 0.55% | -4.4% |
Q3 2020 | $781,000 | +4.1% | 6,943 | +0.2% | 0.57% | -16.2% |
Q2 2020 | $750,000 | +19.2% | 6,931 | +6.1% | 0.68% | -2.8% |
Q1 2020 | $629,000 | -27.4% | 6,533 | -1.8% | 0.70% | -3.8% |
Q4 2019 | $866,000 | – | 6,656 | – | 0.73% | – |
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% |