ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,110 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $632,530 | -2.8% | 3,475 | -0.2% | 0.37% | -11.0% |
Q1 2024 | $650,707 | +7.4% | 3,483 | 0.0% | 0.42% | -9.9% |
Q4 2023 | $605,703 | +13.0% | 3,483 | 0.0% | 0.47% | -1.3% |
Q3 2023 | $535,865 | -4.6% | 3,483 | 0.0% | 0.47% | +1.5% |
Q2 2023 | $561,466 | +6.2% | 3,483 | 0.0% | 0.46% | -1.5% |
Q1 2023 | $528,619 | +4.6% | 3,483 | 0.0% | 0.47% | 0.0% |
Q4 2022 | $505,316 | +12.8% | 3,483 | 0.0% | 0.47% | +2.2% |
Q3 2022 | $448,000 | -6.5% | 3,483 | 0.0% | 0.46% | -0.6% |
Q2 2022 | $479,000 | -11.6% | 3,483 | 0.0% | 0.46% | +4.7% |
Q1 2022 | $542,000 | -0.7% | 3,483 | 0.0% | 0.44% | +11.3% |
Q4 2021 | $546,000 | +7.7% | 3,483 | 0.0% | 0.40% | -1.5% |
Q3 2021 | $507,000 | -99.9% | 3,483 | 0.0% | 0.40% | +3.6% |
Q2 2021 | $514,337,000 | +2.9% | 3,483 | 0.0% | 0.39% | -6.2% |
Q1 2021 | $499,847,000 | +13.2% | 3,483 | 0.0% | 0.42% | +1.7% |
Q4 2020 | $441,503,000 | – | 3,483 | – | 0.41% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
LPWM LLC | 236,761 | $37,084,000 | 19.67% |
Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |