ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 402 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.06 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,400,549 | -54.7% | 22,104 | -52.5% | 0.01% | 0.0% |
| Q2 2023 | $7,503,864 | +30.5% | 46,552 | +4.0% | 0.01% | +33.3% |
| Q1 2023 | $5,749,504 | +154.9% | 44,782 | +95.5% | 0.01% | -25.0% |
| Q4 2022 | $2,255,746 | -19.7% | 22,904 | +4.8% | 0.01% | 0.0% |
| Q3 2022 | $2,808,000 | -3.0% | 21,846 | +3.8% | 0.01% | 0.0% |
| Q2 2022 | $2,894,000 | -18.0% | 21,053 | -7.2% | 0.01% | 0.0% |
| Q1 2022 | $3,531,000 | +2.3% | 22,675 | +2.9% | 0.01% | +14.3% |
| Q4 2021 | $3,450,000 | +30.9% | 22,032 | +21.6% | 0.01% | +16.7% |
| Q3 2021 | $2,636,000 | -17.7% | 18,124 | -16.4% | 0.01% | -14.3% |
| Q2 2021 | $3,202,000 | -12.1% | 21,684 | -15.9% | 0.01% | -22.2% |
| Q1 2021 | $3,642,000 | -5.8% | 25,790 | -14.7% | 0.01% | -10.0% |
| Q4 2020 | $3,867,000 | +27.1% | 30,219 | +10.6% | 0.01% | +11.1% |
| Q3 2020 | $3,042,000 | +90.5% | 27,315 | +85.1% | 0.01% | +12.5% |
| Q2 2020 | $1,597,000 | -43.0% | 14,759 | -49.3% | 0.01% | -33.3% |
| Q1 2020 | $2,801,000 | -7.6% | 29,109 | +24.9% | 0.01% | +20.0% |
| Q4 2019 | $3,032,000 | +9.5% | 23,303 | +0.3% | 0.01% | 0.0% |
| Q3 2019 | $2,769,000 | +1.4% | 23,239 | -0.8% | 0.01% | 0.0% |
| Q2 2019 | $2,732,000 | +1.0% | 23,437 | -2.4% | 0.01% | 0.0% |
| Q1 2019 | $2,706,000 | -3.6% | 24,005 | -13.5% | 0.01% | -23.1% |
| Q4 2018 | $2,806,000 | -9.0% | 27,743 | +4.2% | 0.01% | +8.3% |
| Q3 2018 | $3,083,000 | -5.7% | 26,614 | -10.4% | 0.01% | -7.7% |
| Q2 2018 | $3,271,000 | -6.3% | 29,709 | -6.9% | 0.01% | -13.3% |
| Q1 2018 | $3,491,000 | -2.2% | 31,927 | +2.2% | 0.02% | 0.0% |
| Q4 2017 | $3,569,000 | +4.8% | 31,246 | -1.0% | 0.02% | -6.2% |
| Q3 2017 | $3,404,000 | +88.0% | 31,551 | +82.8% | 0.02% | +45.5% |
| Q2 2017 | $1,811,000 | +0.7% | 17,257 | -0.1% | 0.01% | 0.0% |
| Q1 2017 | $1,798,000 | +3.4% | 17,281 | +0.7% | 0.01% | 0.0% |
| Q4 2016 | $1,739,000 | +8.9% | 17,157 | +2.0% | 0.01% | 0.0% |
| Q3 2016 | $1,597,000 | +21.8% | 16,814 | +19.1% | 0.01% | +10.0% |
| Q2 2016 | $1,311,000 | +0.5% | 14,115 | -2.7% | 0.01% | 0.0% |
| Q1 2016 | $1,305,000 | +0.9% | 14,508 | -0.7% | 0.01% | 0.0% |
| Q4 2015 | $1,293,000 | +5.4% | 14,608 | +0.0% | 0.01% | 0.0% |
| Q3 2015 | $1,227,000 | -9.2% | 14,603 | -0.4% | 0.01% | 0.0% |
| Q2 2015 | $1,352,000 | -0.4% | 14,662 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $1,357,000 | -1.3% | 14,662 | 0.0% | 0.01% | -9.1% |
| Q4 2014 | $1,375,000 | +4.1% | 14,662 | 0.0% | 0.01% | +10.0% |
| Q3 2014 | $1,321,000 | -0.2% | 14,662 | 0.0% | 0.01% | -9.1% |
| Q2 2014 | $1,324,000 | +3.9% | 14,662 | +0.7% | 0.01% | 0.0% |
| Q1 2014 | $1,274,000 | – | 14,557 | – | 0.01% | – |
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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% |