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 | $153,832 | +22.7% | 999,944 | +28.6% | 0.32% | +25.1% |
Q2 2023 | $125,383 | +10.5% | 777,856 | +4.1% | 0.26% | +7.1% |
Q1 2023 | $113,431 | +7.0% | 747,441 | +2.3% | 0.24% | -6.7% |
Q4 2022 | $106,044 | -99.9% | 730,986 | +19.7% | 0.26% | +26.2% |
Q3 2022 | $78,474,000 | -0.1% | 610,598 | +6.9% | 0.20% | -1.5% |
Q2 2022 | $78,543,000 | -16.3% | 571,393 | -5.2% | 0.20% | -4.7% |
Q1 2022 | $93,874,000 | +3.0% | 602,844 | +3.6% | 0.22% | +4.9% |
Q4 2021 | $91,180,000 | +7.6% | 582,137 | -0.1% | 0.20% | -3.8% |
Q3 2021 | $84,753,000 | -6.8% | 582,821 | -5.4% | 0.21% | -7.8% |
Q2 2021 | $90,917,000 | +6.2% | 615,804 | +1.6% | 0.23% | -4.5% |
Q1 2021 | $85,632,000 | +3.7% | 606,293 | -6.0% | 0.24% | -2.4% |
Q4 2020 | $82,544,000 | -5.6% | 644,781 | -17.1% | 0.25% | -17.1% |
Q3 2020 | $87,450,000 | -5.6% | 777,681 | -9.2% | 0.30% | -14.6% |
Q2 2020 | $92,655,000 | +11.1% | 856,259 | -1.2% | 0.35% | -9.8% |
Q1 2020 | $83,374,000 | -16.3% | 866,226 | +13.1% | 0.39% | +2.4% |
Q4 2019 | $99,670,000 | +14.1% | 766,169 | +4.5% | 0.38% | +1.6% |
Q3 2019 | $87,354,000 | -3.6% | 733,212 | -5.7% | 0.37% | -6.5% |
Q2 2019 | $90,624,000 | +4.1% | 777,422 | +0.7% | 0.40% | -0.7% |
Q1 2019 | $87,027,000 | +4.2% | 771,932 | -6.5% | 0.40% | -9.5% |
Q4 2018 | $83,509,000 | -7.9% | 825,679 | +5.4% | 0.44% | +2.3% |
Q3 2018 | $90,704,000 | +8.4% | 783,019 | +3.0% | 0.43% | -0.9% |
Q2 2018 | $83,691,000 | -1.4% | 759,925 | -2.1% | 0.44% | -5.0% |
Q1 2018 | $84,884,000 | -8.7% | 776,332 | -4.7% | 0.46% | -9.3% |
Q4 2017 | $93,022,000 | – | 814,269 | – | 0.51% | – |
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% |