ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,172,535 | -16.5% | 33,440 | -13.0% | 0.58% | -14.4% |
Q2 2023 | $6,194,134 | +4.9% | 38,428 | -1.3% | 0.68% | -0.3% |
Q1 2023 | $5,905,764 | +2.8% | 38,915 | -1.7% | 0.68% | -10.3% |
Q4 2022 | $5,744,706 | +6.2% | 39,599 | -5.9% | 0.76% | -3.3% |
Q3 2022 | $5,410,000 | +2.1% | 42,098 | +9.2% | 0.78% | +7.4% |
Q2 2022 | $5,301,000 | -1.9% | 38,562 | +11.8% | 0.73% | +23.9% |
Q4 2021 | $5,401,000 | +11.1% | 34,483 | +3.1% | 0.59% | -12.0% |
Q3 2021 | $4,861,000 | +94.4% | 33,430 | +55.8% | 0.67% | -0.7% |
Q2 2019 | $2,501,000 | -49.8% | 21,461 | -49.9% | 0.67% | -61.0% |
Q3 2018 | $4,987,000 | -49.0% | 42,798 | -50.0% | 1.72% | -53.5% |
Q4 2017 | $9,781,000 | +26.4% | 85,621 | +19.4% | 3.71% | +23.3% |
Q3 2017 | $7,737,000 | -0.3% | 71,702 | -3.0% | 3.00% | -0.9% |
Q2 2017 | $7,760,000 | +14.2% | 73,939 | +13.2% | 3.03% | +8.9% |
Q1 2017 | $6,795,000 | +30.6% | 65,317 | +27.3% | 2.78% | +3.1% |
Q4 2016 | $5,202,000 | +13.7% | 51,319 | +6.5% | 2.70% | -8.2% |
Q3 2016 | $4,574,000 | -2.5% | 48,177 | -4.6% | 2.94% | -17.0% |
Q2 2016 | $4,689,000 | +23.2% | 50,480 | +19.3% | 3.54% | +3.6% |
Q1 2016 | $3,806,000 | – | 42,331 | – | 3.42% | – |
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% |