ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,313 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $385,646 | -3.2% | 2,119 | -0.7% | 0.08% | -7.3% |
Q1 2024 | $398,489 | -55.1% | 2,133 | -58.2% | 0.08% | -58.4% |
Q4 2023 | $886,572 | -33.2% | 5,098 | -40.9% | 0.20% | -44.2% |
Q3 2023 | $1,326,254 | +6.6% | 8,621 | +11.6% | 0.35% | +9.6% |
Q2 2023 | $1,244,708 | +80.8% | 7,722 | +62.7% | 0.32% | +63.5% |
Q4 2022 | $688,367 | -37.6% | 4,745 | -44.7% | 0.20% | -49.0% |
Q3 2022 | $1,103,000 | +104.3% | 8,584 | +118.5% | 0.39% | +105.3% |
Q2 2022 | $540,000 | -16.0% | 3,929 | -4.9% | 0.19% | -1.1% |
Q1 2022 | $643,000 | – | 4,132 | – | 0.19% | – |
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% |