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 | $283,374 | -4.6% | 1,842 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $296,912 | +6.2% | 1,842 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $279,542 | +4.6% | 1,842 | 0.0% | 0.02% | +4.8% |
Q4 2022 | $267,219 | +12.8% | 1,842 | 0.0% | 0.02% | +5.0% |
Q3 2022 | $237,000 | -6.3% | 1,842 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $253,000 | -11.8% | 1,842 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $287,000 | -0.7% | 1,842 | 0.0% | 0.02% | +5.3% |
Q4 2021 | $289,000 | +7.8% | 1,842 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $268,000 | -1.5% | 1,842 | 0.0% | 0.02% | -5.0% |
Q2 2021 | $272,000 | +4.6% | 1,842 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $260,000 | +10.2% | 1,842 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $236,000 | +14.0% | 1,842 | 0.0% | 0.02% | +5.3% |
Q3 2020 | $207,000 | -13.8% | 1,842 | 0.0% | 0.02% | -17.4% |
Q4 2019 | $240,000 | +9.6% | 1,842 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $219,000 | +1.9% | 1,842 | 0.0% | 0.02% | +4.5% |
Q2 2019 | $215,000 | +3.4% | 1,842 | 0.0% | 0.02% | -4.3% |
Q1 2019 | $208,000 | -8.8% | 1,842 | -6.4% | 0.02% | -4.2% |
Q3 2018 | $228,000 | -13.6% | 1,967 | -17.8% | 0.02% | -20.0% |
Q2 2018 | $264,000 | -1.1% | 2,394 | -1.8% | 0.03% | -3.2% |
Q1 2018 | $267,000 | -4.3% | 2,439 | 0.0% | 0.03% | -3.1% |
Q4 2017 | $279,000 | +6.1% | 2,439 | 0.0% | 0.03% | 0.0% |
Q3 2017 | $263,000 | +2.7% | 2,439 | 0.0% | 0.03% | +3.2% |
Q2 2017 | $256,000 | +0.8% | 2,439 | 0.0% | 0.03% | 0.0% |
Q1 2017 | $254,000 | +2.8% | 2,439 | 0.0% | 0.03% | -3.1% |
Q4 2016 | $247,000 | -29.8% | 2,439 | -35.8% | 0.03% | -31.9% |
Q2 2016 | $352,000 | – | 3,797 | – | 0.05% | – |
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% |