ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $326,392 | +13.0% | 1,877 | 0.0% | 0.01% | +12.5% |
| Q3 2023 | $288,758 | -4.6% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $302,554 | +6.2% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $284,854 | +4.6% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $272,296 | +13.0% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $241,000 | -6.6% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $258,000 | -11.6% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $292,000 | -0.7% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $294,000 | +7.7% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $273,000 | -1.4% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $277,000 | +4.5% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $265,000 | +10.4% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $240,000 | +13.7% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $211,000 | +3.9% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $203,000 | +12.2% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $181,000 | -25.8% | 1,877 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $244,000 | +8.9% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $224,000 | +2.3% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $219,000 | +3.3% | 1,877 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $212,000 | +11.6% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $190,000 | -12.4% | 1,877 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $217,000 | +4.8% | 1,877 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $207,000 | +1.0% | 1,877 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $205,000 | -4.2% | 1,877 | 0.0% | 0.01% | +11.1% |
| Q4 2017 | $214,000 | +5.4% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $203,000 | +3.0% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $197,000 | +1.0% | 1,877 | 0.0% | 0.01% | -10.0% |
| Q1 2017 | $195,000 | +2.6% | 1,877 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $190,000 | +1257.1% | 1,877 | +1134.9% | 0.01% | +900.0% |
| Q2 2015 | $14,000 | -71.4% | 152 | -71.2% | 0.00% | -50.0% |
| Q1 2015 | $49,000 | -100.0% | 528 | -50.0% | 0.00% | -60.0% |
| Q4 2014 | $98,927,000 | – | 1,055 | – | 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% |