ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,984,331 | -6.3% | 12,899 | -1.8% | 0.08% | -1.2% |
| Q2 2023 | $2,117,929 | +6.2% | 13,139 | -0.0% | 0.08% | +3.7% |
| Q1 2023 | $1,994,665 | +4.4% | 13,144 | -0.2% | 0.08% | +6.6% |
| Q4 2022 | $1,910,207 | +11.8% | 13,167 | -1.0% | 0.08% | -1.3% |
| Q3 2022 | $1,709,000 | -9.5% | 13,296 | -3.3% | 0.08% | -4.9% |
| Q2 2022 | $1,889,000 | -15.1% | 13,743 | -3.8% | 0.08% | -8.0% |
| Q1 2022 | $2,224,000 | +5.9% | 14,284 | +6.5% | 0.09% | +2.3% |
| Q4 2021 | $2,101,000 | +24.5% | 13,413 | +15.6% | 0.09% | +10.3% |
| Q3 2021 | $1,687,000 | -2.9% | 11,600 | -1.5% | 0.08% | -4.9% |
| Q2 2021 | $1,738,000 | +3.4% | 11,771 | -1.1% | 0.08% | -5.7% |
| Q1 2021 | $1,681,000 | +2.9% | 11,903 | -6.7% | 0.09% | +3.6% |
| Q4 2020 | $1,634,000 | +13.9% | 12,762 | +0.0% | 0.08% | +10.5% |
| Q3 2020 | $1,435,000 | +3.2% | 12,760 | -0.7% | 0.08% | -3.8% |
| Q2 2020 | $1,391,000 | -1.1% | 12,855 | -12.0% | 0.08% | -19.4% |
| Q1 2020 | $1,406,000 | -34.3% | 14,610 | -11.2% | 0.10% | -22.2% |
| Q4 2019 | $2,141,000 | +7.2% | 16,459 | -1.8% | 0.13% | +2.4% |
| Q3 2019 | $1,997,000 | +1.3% | 16,759 | +0.0% | 0.12% | -3.9% |
| Q2 2019 | $1,972,000 | +4.2% | 16,757 | -0.2% | 0.13% | -2.3% |
| Q1 2019 | $1,892,000 | +10.6% | 16,784 | -0.7% | 0.13% | +1.6% |
| Q4 2018 | $1,710,000 | -15.3% | 16,906 | -3.1% | 0.13% | -20.4% |
| Q3 2018 | $2,020,000 | +4.8% | 17,441 | -0.4% | 0.16% | -5.8% |
| Q2 2018 | $1,928,000 | +0.4% | 17,504 | -0.3% | 0.17% | +4.2% |
| Q1 2018 | $1,920,000 | -5.1% | 17,557 | -0.9% | 0.16% | -10.8% |
| Q4 2017 | $2,023,000 | -16.3% | 17,708 | -20.9% | 0.18% | -2.6% |
| Q3 2017 | $2,416,000 | -3.1% | 22,390 | -5.8% | 0.19% | -9.5% |
| Q2 2017 | $2,494,000 | -9.4% | 23,761 | -10.2% | 0.21% | -14.6% |
| Q1 2017 | $2,753,000 | -0.5% | 26,457 | -3.1% | 0.25% | -16.6% |
| Q4 2016 | $2,767,000 | – | 27,290 | – | 0.30% | – |
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% |