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 | $959,654 | -4.6% | 6,238 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $1,005,503 | +38.5% | 6,238 | +30.4% | 0.02% | +38.5% |
Q1 2023 | $726,172 | +0.4% | 4,785 | -4.0% | 0.01% | -7.1% |
Q4 2022 | $723,174 | +13.0% | 4,985 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $640,000 | -6.6% | 4,985 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $685,000 | -11.8% | 4,985 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $777,000 | -2.3% | 4,985 | -1.8% | 0.01% | +7.7% |
Q4 2021 | $795,000 | +7.7% | 5,075 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $738,000 | +94.7% | 5,075 | +97.9% | 0.01% | +85.7% |
Q2 2021 | $379,000 | +1.9% | 2,565 | -2.5% | 0.01% | -12.5% |
Q1 2021 | $372,000 | +10.4% | 2,632 | 0.0% | 0.01% | +14.3% |
Q4 2020 | $337,000 | +13.9% | 2,632 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $296,000 | – | 2,632 | – | 0.01% | – |
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% |