ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 726 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,119,026 | -3.8% | 33,275 | +0.8% | 1.57% | +4.0% |
| Q2 2023 | $5,321,849 | +6.2% | 33,016 | 0.0% | 1.51% | -7.1% |
| Q1 2023 | $5,010,508 | +4.6% | 33,016 | 0.0% | 1.63% | -1.4% |
| Q4 2022 | $4,789,631 | +12.9% | 33,016 | 0.0% | 1.65% | +36.1% |
| Q3 2022 | $4,243,000 | -7.0% | 33,016 | -0.5% | 1.21% | +1.9% |
| Q2 2022 | $4,563,000 | +13.0% | 33,192 | +28.0% | 1.19% | +36.8% |
| Q1 2022 | $4,039,000 | -0.6% | 25,937 | 0.0% | 0.87% | -3.0% |
| Q4 2021 | $4,063,000 | +7.4% | 25,937 | -0.3% | 0.90% | -8.1% |
| Q3 2021 | $3,782,000 | -1.5% | 26,008 | 0.0% | 0.98% | -3.4% |
| Q2 2021 | $3,840,000 | +4.5% | 26,008 | 0.0% | 1.01% | -0.5% |
| Q1 2021 | $3,673,000 | +10.3% | 26,008 | 0.0% | 1.01% | -1.3% |
| Q4 2020 | $3,330,000 | +13.3% | 26,008 | -0.5% | 1.03% | +0.7% |
| Q3 2020 | $2,939,000 | +3.9% | 26,138 | 0.0% | 1.02% | -4.4% |
| Q2 2020 | $2,828,000 | +12.4% | 26,138 | 0.0% | 1.07% | -6.0% |
| Q1 2020 | $2,516,000 | -26.0% | 26,138 | 0.0% | 1.14% | -9.7% |
| Q4 2019 | $3,400,000 | +9.2% | 26,138 | 0.0% | 1.26% | +0.9% |
| Q3 2019 | $3,114,000 | -0.4% | 26,138 | -2.5% | 1.25% | -4.5% |
| Q2 2019 | $3,126,000 | +2.2% | 26,816 | -1.2% | 1.30% | +3.2% |
| Q1 2019 | $3,060,000 | +11.4% | 27,143 | -0.1% | 1.26% | -4.3% |
| Q4 2018 | $2,748,000 | -12.7% | 27,174 | 0.0% | 1.32% | +3.9% |
| Q3 2018 | $3,148,000 | +4.5% | 27,174 | -0.7% | 1.27% | +0.5% |
| Q2 2018 | $3,013,000 | +3.3% | 27,359 | +2.5% | 1.27% | +2.0% |
| Q1 2018 | $2,918,000 | -4.4% | 26,688 | -0.1% | 1.24% | -5.3% |
| Q4 2017 | $3,051,000 | +5.9% | 26,704 | 0.0% | 1.31% | +2.1% |
| Q3 2017 | $2,882,000 | +2.0% | 26,704 | -0.8% | 1.28% | -3.5% |
| Q2 2017 | $2,825,000 | -2.7% | 26,911 | -3.5% | 1.33% | -12.8% |
| Q1 2017 | $2,902,000 | +0.4% | 27,895 | -2.1% | 1.52% | -3.2% |
| Q4 2016 | $2,889,000 | +4.6% | 28,500 | -2.1% | 1.58% | -2.1% |
| Q3 2016 | $2,763,000 | +12.3% | 29,098 | +9.8% | 1.61% | -0.2% |
| Q2 2016 | $2,461,000 | +19.1% | 26,489 | +15.3% | 1.61% | +9.7% |
| Q1 2016 | $2,067,000 | +5.7% | 22,979 | -1.2% | 1.47% | -24.3% |
| Q4 2015 | $1,956,000 | – | 23,249 | – | 1.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |