ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,354,744 | +91947.0% | 28,307 | -3.6% | 0.19% | -4.5% |
Q2 2023 | $4,731 | +4.0% | 29,354 | -2.1% | 0.20% | +1.0% |
Q1 2023 | $4,550 | +5.7% | 29,978 | +1.0% | 0.20% | +2.6% |
Q4 2022 | $4,306 | -99.9% | 29,684 | -2.2% | 0.19% | -27.3% |
Q3 2022 | $3,901,000 | -20.7% | 30,351 | -15.2% | 0.26% | +21.7% |
Q2 2022 | $4,922,000 | +4.8% | 35,801 | +18.7% | 0.22% | +21.9% |
Q1 2022 | $4,697,000 | +2.8% | 30,168 | +3.4% | 0.18% | +7.9% |
Q4 2021 | $4,571,000 | +10.6% | 29,176 | +2.7% | 0.16% | +3.8% |
Q3 2021 | $4,133,000 | -2.4% | 28,422 | -1.0% | 0.16% | +0.6% |
Q2 2021 | $4,236,000 | +37.6% | 28,695 | +31.7% | 0.16% | +29.5% |
Q1 2021 | $3,078,000 | +36.1% | 21,794 | +8.3% | 0.12% | +16.2% |
Q3 2020 | $2,262,000 | +18.1% | 20,118 | +13.6% | 0.10% | +11.7% |
Q2 2020 | $1,916,000 | +15.5% | 17,703 | +2.7% | 0.09% | -2.1% |
Q1 2020 | $1,659,000 | -18.2% | 17,239 | +10.6% | 0.10% | +3.2% |
Q4 2019 | $2,028,000 | +7.0% | 15,588 | -2.0% | 0.09% | -1.1% |
Q3 2019 | $1,895,000 | +9.6% | 15,905 | +7.2% | 0.09% | +11.9% |
Q2 2019 | $1,729,000 | +1.2% | 14,836 | -2.1% | 0.08% | -1.2% |
Q1 2019 | $1,708,000 | +20.2% | 15,158 | +7.9% | 0.08% | 0.0% |
Q4 2018 | $1,421,000 | -1.5% | 14,052 | +12.8% | 0.08% | +19.7% |
Q3 2018 | $1,443,000 | +21.1% | 12,456 | +15.1% | 0.07% | +14.5% |
Q2 2018 | $1,192,000 | +9.7% | 10,823 | +8.9% | 0.06% | +10.7% |
Q1 2018 | $1,087,000 | +176.6% | 9,943 | +189.0% | 0.06% | +107.4% |
Q4 2017 | $393,000 | +15.2% | 3,440 | +8.6% | 0.03% | +50.0% |
Q3 2017 | $341,000 | +11.8% | 3,169 | +8.8% | 0.02% | +5.9% |
Q2 2017 | $305,000 | +0.3% | 2,914 | -0.2% | 0.02% | 0.0% |
Q1 2017 | $304,000 | +1.3% | 2,921 | -1.2% | 0.02% | 0.0% |
Q4 2016 | $300,000 | +26.6% | 2,955 | +18.6% | 0.02% | +21.4% |
Q3 2016 | $237,000 | +10.7% | 2,491 | +8.1% | 0.01% | +7.7% |
Q2 2016 | $214,000 | – | 2,304 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
LPWM LLC | 236,761 | $37,084,000 | 19.67% |
Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |