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 | $277,527 | +1.3% | 1,804 | +6.1% | 0.03% | +3.6% |
Q2 2023 | $274,023 | +6.2% | 1,700 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $257,992 | +52767.2% | 1,700 | -49.5% | 0.03% | -49.1% |
Q4 2022 | $488 | -99.9% | 3,366 | +14.1% | 0.06% | +14.6% |
Q3 2022 | $379,000 | -6.4% | 2,949 | 0.0% | 0.05% | -7.7% |
Q2 2022 | $405,000 | -11.8% | 2,949 | 0.0% | 0.05% | -1.9% |
Q1 2022 | $459,000 | -0.6% | 2,949 | 0.0% | 0.05% | +17.8% |
Q4 2021 | $462,000 | +7.7% | 2,949 | 0.0% | 0.04% | -10.0% |
Q3 2021 | $429,000 | -1.4% | 2,949 | 0.0% | 0.05% | -3.8% |
Q2 2021 | $435,000 | +4.3% | 2,949 | 0.0% | 0.05% | +2.0% |
Q1 2021 | $417,000 | +9.4% | 2,949 | -1.0% | 0.05% | +2.0% |
Q4 2020 | $381,000 | +13.7% | 2,980 | 0.0% | 0.05% | 0.0% |
Q3 2020 | $335,000 | +4.0% | 2,980 | 0.0% | 0.05% | -2.0% |
Q2 2020 | $322,000 | +3.2% | 2,980 | -8.2% | 0.05% | -15.0% |
Q1 2020 | $312,000 | -29.6% | 3,245 | -4.6% | 0.06% | -4.8% |
Q4 2019 | $443,000 | +9.4% | 3,403 | 0.0% | 0.06% | -4.5% |
Q3 2019 | $405,000 | +2.0% | 3,403 | 0.0% | 0.07% | +1.5% |
Q2 2019 | $397,000 | +3.4% | 3,403 | 0.0% | 0.06% | +6.6% |
Q1 2019 | $384,000 | -9.6% | 3,403 | -19.0% | 0.06% | +8.9% |
Q4 2018 | $425,000 | -12.7% | 4,203 | 0.0% | 0.06% | -22.2% |
Q3 2018 | $487,000 | -2.6% | 4,203 | -7.5% | 0.07% | +2.9% |
Q2 2018 | $500,000 | +0.6% | 4,543 | 0.0% | 0.07% | -1.4% |
Q1 2018 | $497,000 | -18.3% | 4,543 | -14.7% | 0.07% | -20.2% |
Q4 2017 | $608,000 | -29.3% | 5,324 | -33.2% | 0.09% | -34.6% |
Q3 2017 | $860,000 | +53.8% | 7,971 | +49.7% | 0.14% | +13.3% |
Q2 2017 | $559,000 | -20.4% | 5,324 | -21.1% | 0.12% | -21.1% |
Q1 2017 | $702,000 | -14.2% | 6,750 | -16.3% | 0.15% | -17.4% |
Q4 2016 | $818,000 | +3990.0% | 8,065 | +3549.3% | 0.18% | +3580.0% |
Q1 2016 | $20,000 | – | 221 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
LPWM LLC | 193,875 | $18,660,000 | 20.33% |
AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |