ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 446 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,815 | -2.2% | 63,799 | +2.5% | 0.15% | -4.4% |
| Q2 2023 | $10,033 | +32.7% | 62,244 | +24.9% | 0.16% | +22.3% |
| Q1 2023 | $7,562 | -99.9% | 49,831 | +16.6% | 0.13% | +18.2% |
| Q4 2022 | $6,198,000 | -99.9% | 42,726 | +8.2% | 0.11% | +8.9% |
| Q3 2022 | $5,077,000,000 | +110149.7% | 39,503 | +17.9% | 0.10% | +13.5% |
| Q2 2022 | $4,605,000 | -3.6% | 33,497 | +9.2% | 0.09% | +6.0% |
| Q1 2022 | $4,777,000 | -99.9% | 30,679 | +4.2% | 0.08% | +3.7% |
| Q4 2021 | $4,612,000,000 | +179495.0% | 29,443 | +66.7% | 0.08% | +55.8% |
| Q3 2021 | $2,568,000 | +33.6% | 17,659 | +35.7% | 0.05% | +26.8% |
| Q2 2021 | $1,922,000 | +99.0% | 13,016 | +90.2% | 0.04% | +78.3% |
| Q1 2021 | $966,000 | +120.0% | 6,842 | +99.5% | 0.02% | +91.7% |
| Q4 2020 | $439,000 | +47.3% | 3,430 | +29.3% | 0.01% | +20.0% |
| Q3 2020 | $298,000 | +29.0% | 2,652 | +24.2% | 0.01% | +11.1% |
| Q2 2020 | $231,000 | -99.3% | 2,135 | -99.3% | 0.01% | -99.7% |
| Q2 2017 | $31,489,000 | +27.7% | 299,383 | +12.8% | 3.44% | -18.4% |
| Q2 2016 | $24,657,000 | -99.9% | 265,361 | +27.7% | 4.22% | +19.0% |
| Q1 2016 | $18,762,000,000 | +52.5% | 207,840 | +49.5% | 3.54% | +35.8% |
| Q4 2015 | $12,306,000,000 | +196324.6% | 139,000 | +86.4% | 2.61% | +70.6% |
| Q3 2015 | $6,265,000 | +141.5% | 74,553 | +166.8% | 1.53% | +140.2% |
| Q2 2015 | $2,594,000 | – | 27,940 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |