ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,294 | -4.6% | 2,238 | 0.0% | 0.02% | +7.1% |
| Q2 2023 | $360,743 | +6.2% | 2,238 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $339,639 | +104404.3% | 2,238 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $325 | -99.9% | 2,238 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $288,000 | +1.1% | 2,238 | +7.9% | 0.01% | +8.3% |
| Q2 2022 | $285,000 | -11.8% | 2,074 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $323,000 | -0.6% | 2,074 | 0.0% | 0.01% | +9.1% |
| Q4 2021 | $325,000 | +7.6% | 2,074 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $302,000 | -7.9% | 2,074 | -6.7% | 0.01% | -7.7% |
| Q2 2021 | $328,000 | +4.5% | 2,224 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $314,000 | +18.0% | 2,224 | +7.2% | 0.01% | +7.7% |
| Q4 2020 | $266,000 | +14.2% | 2,074 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $233,000 | +4.0% | 2,074 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $224,000 | +12.0% | 2,074 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $200,000 | -25.9% | 2,074 | 0.0% | 0.01% | -13.3% |
| Q4 2019 | $270,000 | +9.3% | 2,074 | 0.0% | 0.02% | +7.1% |
| Q3 2019 | $247,000 | +6.0% | 2,074 | +3.7% | 0.01% | 0.0% |
| Q2 2019 | $233,000 | +3.6% | 2,000 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $225,000 | +11.4% | 2,000 | 0.0% | 0.02% | +15.4% |
| Q4 2018 | $202,000 | -12.9% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $232,000 | +5.5% | 2,000 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $220,000 | -49.8% | 2,000 | -50.0% | 0.01% | +7.7% |
| Q1 2018 | $438,000 | +92.1% | 4,000 | +100.0% | 0.01% | 0.0% |
| Q4 2017 | $228,000 | +5.6% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $216,000 | +2.9% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $210,000 | +1.0% | 2,000 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $208,000 | +2.5% | 2,000 | 0.0% | 0.01% | -7.1% |
| Q4 2016 | $203,000 | – | 2,000 | – | 0.01% | – |
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% |