ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $956,569 | +13.0% | 5,501 | 0.0% | 0.45% | -10.2% |
Q3 2023 | $846,274 | +61.2% | 5,501 | +68.9% | 0.50% | +52.0% |
Q2 2023 | $524,996 | +6.0% | 3,257 | -0.2% | 0.33% | -3.8% |
Q1 2023 | $495,345 | +25.8% | 3,264 | +20.3% | 0.34% | +6.9% |
Q4 2022 | $393,720 | -26.0% | 2,714 | -34.4% | 0.32% | -20.4% |
Q3 2022 | $532,000 | -6.5% | 4,137 | 0.0% | 0.40% | -0.2% |
Q2 2022 | $569,000 | -11.6% | 4,137 | 0.0% | 0.40% | +25.2% |
Q1 2022 | $644,000 | -0.6% | 4,137 | 0.0% | 0.32% | +15.4% |
Q4 2021 | $648,000 | +7.6% | 4,137 | 0.0% | 0.28% | +8.1% |
Q3 2021 | $602,000 | -1.5% | 4,137 | 0.0% | 0.26% | -23.7% |
Q2 2021 | $611,000 | +445.5% | 4,137 | +313.7% | 0.34% | +210.1% |
Q3 2020 | $112,000 | – | 1,000 | – | 0.11% | – |
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% |