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 | $2,808,348 | -9.8% | 18,255 | -5.5% | 1.83% | -3.8% |
Q2 2023 | $3,114,671 | +71.4% | 19,323 | +61.3% | 1.91% | +64.2% |
Q1 2023 | $1,817,630 | +6.6% | 11,977 | +1.9% | 1.16% | +5.7% |
Q4 2022 | $1,704,863 | +12.5% | 11,752 | -0.3% | 1.10% | +8.1% |
Q3 2022 | $1,516,000 | -6.7% | 11,792 | -0.2% | 1.02% | +1.2% |
Q2 2022 | $1,624,000 | -9.1% | 11,817 | +3.0% | 1.00% | +11.9% |
Q1 2022 | $1,787,000 | +15.7% | 11,475 | +16.4% | 0.90% | +17.9% |
Q4 2021 | $1,544,000 | +7.7% | 9,855 | 0.0% | 0.76% | -0.3% |
Q3 2021 | $1,433,000 | +4.7% | 9,855 | +6.3% | 0.76% | +6.1% |
Q2 2021 | $1,369,000 | +6.0% | 9,275 | +1.4% | 0.72% | +2.6% |
Q1 2021 | $1,292,000 | +13.7% | 9,150 | +3.2% | 0.70% | +4.8% |
Q4 2020 | $1,136,000 | +13.3% | 8,870 | -0.6% | 0.67% | -1.8% |
Q3 2020 | $1,003,000 | -0.6% | 8,920 | -4.3% | 0.68% | -4.4% |
Q2 2020 | $1,009,000 | +24.0% | 9,320 | +10.2% | 0.71% | +6.1% |
Q1 2020 | $814,000 | -25.0% | 8,455 | +1.3% | 0.67% | +0.6% |
Q4 2019 | $1,086,000 | +149.7% | 8,345 | +128.8% | 0.67% | +138.2% |
Q3 2019 | $435,000 | +2.4% | 3,648 | 0.0% | 0.28% | +4.5% |
Q2 2019 | $425,000 | -7.2% | 3,648 | -10.1% | 0.27% | -7.3% |
Q1 2019 | $458,000 | +5.0% | 4,060 | -5.9% | 0.29% | -1.4% |
Q4 2018 | $436,000 | -13.8% | 4,314 | -1.1% | 0.29% | +0.3% |
Q3 2018 | $506,000 | +8.8% | 4,364 | +3.6% | 0.29% | +8.1% |
Q2 2018 | $465,000 | -1.5% | 4,214 | -2.6% | 0.27% | -2.9% |
Q1 2018 | $472,000 | -5.0% | 4,325 | -0.6% | 0.28% | -2.5% |
Q4 2017 | $497,000 | +6.0% | 4,351 | 0.0% | 0.28% | +11.3% |
Q3 2017 | $469,000 | +1.3% | 4,351 | -1.3% | 0.26% | -1.2% |
Q2 2017 | $463,000 | -2.1% | 4,410 | -3.0% | 0.26% | -2.6% |
Q1 2017 | $473,000 | +7.5% | 4,548 | +4.7% | 0.27% | +4.7% |
Q4 2016 | $440,000 | +4.3% | 4,344 | -2.3% | 0.25% | -2.7% |
Q3 2016 | $422,000 | -1.6% | 4,444 | -3.9% | 0.26% | -3.3% |
Q2 2016 | $429,000 | -19.5% | 4,624 | -22.1% | 0.27% | -20.8% |
Q1 2016 | $533,000 | -26.0% | 5,933 | -27.1% | 0.34% | -20.1% |
Q4 2015 | $720,000 | – | 8,137 | – | 0.43% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
LPWM LLC | 254,891 | $38,975,312 | 17.52% |
Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |