ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 419 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 2.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $6,115,000 | 0.0% | 41,425 | 0.0% | 1.42% | +4.3% |
Q2 2021 | $6,115,000 | +7.2% | 41,425 | +2.6% | 1.36% | +1.3% |
Q1 2021 | $5,704,000 | +16.4% | 40,381 | +5.5% | 1.34% | +10.1% |
Q4 2020 | $4,900,000 | +16.9% | 38,279 | +2.7% | 1.22% | +3.5% |
Q3 2020 | $4,190,000 | +5.3% | 37,258 | +1.3% | 1.18% | -1.3% |
Q2 2020 | $3,980,000 | +18.3% | 36,783 | +5.2% | 1.19% | -2.6% |
Q1 2020 | $3,365,000 | -30.3% | 34,960 | -5.9% | 1.22% | -12.9% |
Q4 2019 | $4,831,000 | +9.1% | 37,135 | -0.1% | 1.41% | +1.3% |
Q3 2019 | $4,428,000 | +3.8% | 37,170 | +1.6% | 1.39% | +3.7% |
Q2 2019 | $4,265,000 | +2.4% | 36,590 | -0.9% | 1.34% | +0.2% |
Q1 2019 | $4,165,000 | +14.4% | 36,940 | +2.6% | 1.34% | -1.1% |
Q4 2018 | $3,641,000 | -11.0% | 35,995 | +1.9% | 1.35% | +5.4% |
Q3 2018 | $4,093,000 | +5.1% | 35,330 | -0.1% | 1.28% | -0.6% |
Q2 2018 | $3,893,000 | -0.5% | 35,355 | -1.2% | 1.29% | -0.9% |
Q1 2018 | $3,914,000 | -4.0% | 35,800 | +0.3% | 1.30% | -0.9% |
Q4 2017 | $4,078,000 | +12.0% | 35,700 | +5.8% | 1.31% | +9.4% |
Q3 2017 | $3,642,000 | -1.6% | 33,745 | -4.3% | 1.20% | -3.1% |
Q2 2017 | $3,700,000 | +5.8% | 35,255 | +4.9% | 1.24% | +5.3% |
Q1 2017 | $3,497,000 | +14.6% | 33,610 | +11.7% | 1.18% | +7.7% |
Q4 2016 | $3,052,000 | +15.3% | 30,100 | +8.0% | 1.09% | +13.6% |
Q3 2016 | $2,646,000 | +6.6% | 27,865 | +4.3% | 0.96% | +5.4% |
Q2 2016 | $2,483,000 | +13.0% | 26,725 | +9.3% | 0.91% | +10.5% |
Q1 2016 | $2,198,000 | +6.7% | 24,450 | +5.0% | 0.83% | +2.2% |
Q4 2015 | $2,060,000 | +15.1% | 23,275 | +9.3% | 0.81% | +16.1% |
Q3 2015 | $1,789,000 | -5.3% | 21,295 | +4.0% | 0.70% | +2.8% |
Q2 2015 | $1,889,000 | -0.8% | 20,485 | -0.5% | 0.68% | +0.3% |
Q1 2015 | $1,904,000 | +2.1% | 20,580 | +3.5% | 0.68% | -0.6% |
Q4 2014 | $1,864,000 | +1.4% | 19,880 | -2.6% | 0.68% | -9.1% |
Q3 2014 | $1,839,000 | -0.5% | 20,415 | -0.3% | 0.75% | +3.7% |
Q2 2014 | $1,849,000 | +2.9% | 20,480 | -1.0% | 0.72% | -1.0% |
Q1 2014 | $1,797,000 | +1.6% | 20,680 | 0.0% | 0.73% | -0.5% |
Q4 2013 | $1,768,000 | +7.8% | 20,680 | -1.2% | 0.73% | -0.8% |
Q3 2013 | $1,640,000 | -2.8% | 20,940 | -6.1% | 0.74% | -9.4% |
Q2 2013 | $1,688,000 | – | 22,290 | – | 0.82% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
LPWM LLC | 236,761 | $37,084,000 | 19.67% |
Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |