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 | $550,286 | -4.6% | 3,577 | 0.0% | 0.41% | +9.9% |
Q2 2023 | $576,577 | +6.2% | 3,577 | 0.0% | 0.38% | -6.0% |
Q1 2023 | $542,846 | +4.5% | 3,577 | -0.1% | 0.40% | +17.7% |
Q4 2022 | $519,496 | +12.9% | 3,581 | 0.0% | 0.34% | -4.8% |
Q3 2022 | $460,000 | -6.5% | 3,581 | 0.0% | 0.36% | +1.1% |
Q2 2022 | $492,000 | -11.8% | 3,581 | 0.0% | 0.35% | -6.4% |
Q1 2022 | $558,000 | -0.5% | 3,581 | 0.0% | 0.38% | -5.8% |
Q4 2021 | $561,000 | +7.7% | 3,581 | 0.0% | 0.40% | +19.1% |
Q3 2021 | $521,000 | -1.7% | 3,581 | -0.3% | 0.34% | -1.5% |
Q2 2021 | $530,000 | +4.5% | 3,591 | 0.0% | 0.34% | +3.7% |
Q1 2021 | $507,000 | +10.0% | 3,591 | -0.2% | 0.33% | +13.1% |
Q4 2020 | $461,000 | +13.8% | 3,600 | 0.0% | 0.29% | -25.6% |
Q3 2020 | $405,000 | +3.8% | 3,600 | 0.0% | 0.39% | +2.9% |
Q2 2020 | $390,000 | +12.4% | 3,600 | 0.0% | 0.38% | -4.1% |
Q1 2020 | $347,000 | – | 3,600 | – | 0.40% | – |
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% |