ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $866 | -4.6% | 5,632 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $908 | +17.6% | 5,632 | +10.8% | 0.07% | +12.9% |
| Q1 2023 | $772 | +4.6% | 5,085 | 0.0% | 0.06% | +1.6% |
| Q4 2022 | $738 | -99.9% | 5,085 | 0.0% | 0.06% | +5.2% |
| Q3 2022 | $654,000 | -6.4% | 5,085 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $699,000 | -11.7% | 5,085 | 0.0% | 0.06% | +3.6% |
| Q1 2022 | $792,000 | -6.9% | 5,085 | -6.4% | 0.06% | +1.8% |
| Q4 2021 | $851,000 | +7.7% | 5,435 | 0.0% | 0.06% | -3.5% |
| Q3 2021 | $790,000 | -1.5% | 5,435 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $802,000 | +4.6% | 5,435 | 0.0% | 0.06% | -1.7% |
| Q1 2021 | $767,000 | +10.2% | 5,435 | 0.0% | 0.06% | +7.4% |
| Q4 2020 | $696,000 | +13.9% | 5,435 | 0.0% | 0.05% | -1.8% |
| Q3 2020 | $611,000 | -8.9% | 5,435 | -12.4% | 0.06% | -15.4% |
| Q2 2020 | $671,000 | +12.4% | 6,205 | 0.0% | 0.06% | -8.5% |
| Q1 2020 | $597,000 | -15.6% | 6,205 | +14.2% | 0.07% | +6.0% |
| Q4 2019 | $707,000 | +9.1% | 5,435 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $648,000 | +2.2% | 5,435 | 0.0% | 0.07% | +1.5% |
| Q2 2019 | $634,000 | +3.4% | 5,435 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $613,000 | +11.5% | 5,435 | 0.0% | 0.07% | -2.9% |
| Q4 2018 | $550,000 | -12.7% | 5,435 | 0.0% | 0.07% | +3.0% |
| Q3 2018 | $630,000 | +5.2% | 5,435 | 0.0% | 0.07% | -2.9% |
| Q2 2018 | $599,000 | +0.8% | 5,435 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $594,000 | -4.3% | 5,435 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $621,000 | +6.0% | 5,435 | 0.0% | 0.07% | +1.5% |
| Q3 2017 | $586,000 | +2.8% | 5,435 | 0.0% | 0.07% | 0.0% |
| Q2 2017 | $570,000 | -14.2% | 5,435 | -27.5% | 0.07% | -26.4% |
| Q4 2015 | $664,000 | +5.4% | 7,500 | 0.0% | 0.09% | +3.4% |
| Q3 2015 | $630,000 | -20.6% | 7,500 | -12.8% | 0.09% | -12.0% |
| Q2 2015 | $793,000 | -0.4% | 8,600 | 0.0% | 0.10% | +1.0% |
| Q1 2015 | $796,000 | -11.6% | 8,600 | -10.4% | 0.10% | -11.6% |
| Q4 2014 | $900,000 | +4.0% | 9,600 | 0.0% | 0.11% | +0.9% |
| Q3 2014 | $865,000 | -0.2% | 9,600 | 0.0% | 0.11% | +0.9% |
| Q2 2014 | $867,000 | -48.0% | 9,600 | -50.0% | 0.11% | -0.9% |
| Q1 2014 | $1,668,000 | +103.4% | 19,200 | +100.0% | 0.11% | +2.8% |
| Q4 2013 | $820,000 | +9.0% | 9,600 | 0.0% | 0.11% | +0.9% |
| Q3 2013 | $752,000 | +3.4% | 9,600 | 0.0% | 0.11% | -2.7% |
| Q2 2013 | $727,000 | – | 9,600 | – | 0.11% | – |
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% |