ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $157,840 | -4.6% | 1,026 | 0.0% | 0.01% | -13.3% |
Q2 2023 | $165,381 | +6.2% | 1,026 | 0.0% | 0.02% | +7.1% |
Q1 2023 | $155,706 | +4.6% | 1,026 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $148,842 | +12.8% | 1,026 | 0.0% | 0.01% | +7.7% |
Q3 2022 | $132,000 | -22.8% | 1,026 | -17.3% | 0.01% | -18.8% |
Q2 2022 | $171,000 | -55.0% | 1,241 | -49.2% | 0.02% | -50.0% |
Q1 2022 | $380,000 | -0.8% | 2,445 | 0.0% | 0.03% | +3.2% |
Q4 2021 | $383,000 | +9.1% | 2,445 | +1.3% | 0.03% | 0.0% |
Q3 2021 | $351,000 | -2.5% | 2,413 | -0.9% | 0.03% | +3.3% |
Q2 2021 | $360,000 | -1.6% | 2,434 | -6.0% | 0.03% | -9.1% |
Q1 2021 | $366,000 | +51.2% | 2,589 | +36.8% | 0.03% | +37.5% |
Q4 2020 | $242,000 | +8.5% | 1,893 | -4.7% | 0.02% | -4.0% |
Q3 2020 | $223,000 | +4.7% | 1,986 | +0.8% | 0.02% | +4.2% |
Q2 2020 | $213,000 | -10.1% | 1,970 | -19.9% | 0.02% | -22.6% |
Q1 2020 | $237,000 | -25.2% | 2,460 | +0.9% | 0.03% | -3.1% |
Q4 2019 | $317,000 | +8.9% | 2,437 | -0.2% | 0.03% | +3.2% |
Q3 2019 | $291,000 | +1.7% | 2,443 | -0.6% | 0.03% | +3.3% |
Q2 2019 | $286,000 | +3.2% | 2,458 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $277,000 | – | 2,458 | – | 0.03% | – |
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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% |