ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,334,118 | -4.8% | 281,683 | -0.3% | 14.96% | -4.1% |
Q2 2023 | $45,536,664 | +10.0% | 282,503 | +3.6% | 15.60% | +4.8% |
Q1 2023 | $41,390,269 | +3.9% | 272,735 | -0.7% | 14.88% | +1.9% |
Q4 2022 | $39,850,734 | +13.8% | 274,700 | +0.8% | 14.61% | +5.4% |
Q3 2022 | $35,031,858 | -1.4% | 272,579 | +5.5% | 13.87% | +0.1% |
Q2 2022 | $35,515,545 | -2.2% | 258,370 | +10.8% | 13.85% | +3.4% |
Q1 2022 | $36,310,484 | +9.1% | 233,178 | +9.8% | 13.39% | -6.0% |
Q4 2021 | $33,276,519 | +12.6% | 212,453 | +4.5% | 14.24% | +4.0% |
Q3 2021 | $29,556,911 | +10.7% | 203,252 | +12.4% | 13.70% | +9.0% |
Q2 2021 | $26,699,518 | +11.5% | 180,842 | +6.7% | 12.57% | +8.5% |
Q1 2021 | $23,940,468 | +16.5% | 169,502 | +5.6% | 11.59% | +8.4% |
Q4 2020 | $20,551,311 | +18.6% | 160,532 | +4.2% | 10.69% | +4.3% |
Q3 2020 | $17,325,400 | +8.6% | 154,072 | +4.5% | 10.24% | -3.2% |
Q2 2020 | $15,958,815 | +22.8% | 147,480 | +9.2% | 10.58% | -13.5% |
Q1 2020 | $12,993,753 | -20.4% | 135,000 | +7.6% | 12.23% | -3.9% |
Q4 2019 | $16,324,937 | – | 125,490 | – | 12.72% | – |
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% |