ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,114,940 | -4.6% | 72,250 | 0.0% | 1.10% | +1.5% |
Q2 2023 | $11,645,978 | +1.8% | 72,250 | -4.2% | 1.08% | +3.7% |
Q1 2023 | $11,439,517 | +4.6% | 75,379 | 0.0% | 1.04% | +3.2% |
Q4 2022 | $10,935,232 | +14.1% | 75,379 | +1.1% | 1.01% | +9.6% |
Q3 2022 | $9,582,000 | -3.5% | 74,558 | +3.2% | 0.92% | +3.5% |
Q2 2022 | $9,931,000 | -11.4% | 72,250 | +0.3% | 0.89% | 0.0% |
Q1 2022 | $11,212,000 | -0.6% | 72,000 | 0.0% | 0.89% | +3.4% |
Q4 2021 | $11,277,000 | +6.9% | 72,000 | -0.7% | 0.86% | +1.7% |
Q3 2021 | $10,545,000 | -0.8% | 72,516 | +0.7% | 0.85% | +0.5% |
Q2 2021 | $10,630,000 | +4.9% | 72,000 | +0.3% | 0.84% | -0.1% |
Q1 2021 | $10,134,000 | +25.2% | 71,750 | +13.4% | 0.84% | +14.7% |
Q4 2020 | $8,097,000 | +34.0% | 63,250 | +17.7% | 0.74% | +21.9% |
Q3 2020 | $6,044,000 | +166.0% | 53,750 | +156.0% | 0.60% | +157.0% |
Q2 2020 | $2,272,000 | +616.7% | 21,000 | +465.3% | 0.24% | +535.1% |
Q4 2013 | $317,000 | +8.9% | 3,715 | 0.0% | 0.04% | +2.8% |
Q3 2013 | $291,000 | +36.0% | 3,715 | +31.8% | 0.04% | +28.6% |
Q2 2013 | $214,000 | – | 2,819 | – | 0.03% | – |
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% |