ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 723 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $608,745 | -51.7% | 3,957 | -49.4% | 0.00% | -100.0% |
Q2 2023 | $1,260,828 | -33.4% | 7,822 | -37.3% | 0.00% | 0.0% |
Q1 2023 | $1,893,206 | +4.6% | 12,475 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $1,809,748 | +12.9% | 12,475 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $1,603,000 | -6.9% | 12,475 | -0.4% | 0.00% | 0.0% |
Q2 2022 | $1,721,000 | -8.3% | 12,521 | +4.0% | 0.00% | 0.0% |
Q1 2022 | $1,876,000 | +36.6% | 12,045 | +37.3% | 0.00% | 0.0% |
Q4 2021 | $1,373,000 | +5.9% | 8,770 | -1.6% | 0.00% | 0.0% |
Q3 2021 | $1,296,000 | -1.4% | 8,909 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $1,315,000 | +90.6% | 8,909 | +82.5% | 0.00% | – |
Q1 2021 | $690,000 | +10.0% | 4,881 | -0.3% | 0.00% | – |
Q4 2020 | $627,000 | +11.2% | 4,896 | -2.4% | 0.00% | – |
Q3 2020 | $564,000 | +4.1% | 5,016 | +0.2% | 0.00% | – |
Q2 2020 | $542,000 | -45.9% | 5,005 | -51.9% | 0.00% | -100.0% |
Q1 2020 | $1,001,000 | -3.9% | 10,399 | +29.7% | 0.00% | 0.0% |
Q4 2019 | $1,042,000 | +43.7% | 8,016 | +31.6% | 0.00% | 0.0% |
Q3 2019 | $725,000 | +34.3% | 6,091 | +31.0% | 0.00% | – |
Q2 2019 | $540,000 | +167.3% | 4,650 | +158.5% | 0.00% | – |
Q1 2019 | $202,000 | +55.4% | 1,799 | +39.2% | 0.00% | – |
Q4 2018 | $130,000 | -13.3% | 1,292 | +0.2% | 0.00% | – |
Q3 2018 | $150,000 | +5.6% | 1,290 | 0.0% | 0.00% | – |
Q2 2018 | $142,000 | -97.5% | 1,290 | -97.5% | 0.00% | -100.0% |
Q1 2018 | $5,607,000 | -22.3% | 51,290 | -33.3% | 0.00% | -25.0% |
Q4 2014 | $7,214,000 | +14.1% | 76,947 | +9.6% | 0.00% | 0.0% |
Q3 2014 | $6,323,000 | -3.4% | 70,207 | -3.2% | 0.00% | 0.0% |
Q2 2014 | $6,543,000 | +55.2% | 72,495 | +49.3% | 0.00% | +33.3% |
Q1 2014 | $4,217,000 | -31.5% | 48,544 | -32.6% | 0.00% | -25.0% |
Q4 2013 | $6,157,000 | -45.7% | 72,073 | -50.2% | 0.00% | -50.0% |
Q3 2013 | $11,342,000 | – | 144,850 | – | 0.01% | – |
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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% |