ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 515 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19,512,211 | +3.6% | 121,051 | -2.5% | 0.30% | -2.3% |
| Q1 2023 | $18,836,451 | +3.5% | 124,120 | -1.1% | 0.31% | -0.6% |
| Q4 2022 | $18,200,482 | +33.2% | 125,460 | +18.0% | 0.31% | +17.4% |
| Q3 2022 | $13,662,000 | -6.7% | 106,300 | -0.2% | 0.26% | +0.4% |
| Q2 2022 | $14,639,000 | -12.5% | 106,500 | -0.9% | 0.26% | +2.7% |
| Q1 2022 | $16,737,000 | -1.8% | 107,484 | -1.2% | 0.26% | +2.0% |
| Q4 2021 | $17,045,000 | +4.6% | 108,823 | -2.9% | 0.25% | -4.2% |
| Q3 2021 | $16,302,000 | -1.4% | 112,103 | +0.1% | 0.26% | -0.8% |
| Q2 2021 | $16,541,000 | +7.5% | 112,038 | +2.9% | 0.26% | +1.1% |
| Q1 2021 | $15,380,000 | +15.1% | 108,894 | +4.3% | 0.26% | +6.9% |
| Q4 2020 | $13,368,000 | +14.3% | 104,424 | +0.4% | 0.24% | +4.7% |
| Q3 2020 | $11,694,000 | +6.9% | 103,995 | +2.9% | 0.23% | -0.8% |
| Q2 2020 | $10,937,000 | +11.6% | 101,074 | -0.7% | 0.24% | -0.8% |
| Q1 2020 | $9,800,000 | -23.8% | 101,817 | +3.0% | 0.24% | +0.4% |
| Q4 2019 | $12,864,000 | +0.4% | 98,883 | -8.1% | 0.24% | -5.6% |
| Q3 2019 | $12,819,000 | -0.6% | 107,599 | -2.7% | 0.25% | -2.0% |
| Q2 2019 | $12,891,000 | +3.4% | 110,582 | 0.0% | 0.26% | +2.0% |
| Q1 2019 | $12,467,000 | +11.5% | 110,582 | 0.0% | 0.25% | -1.6% |
| Q4 2018 | $11,184,000 | -15.2% | 110,582 | -2.8% | 0.26% | -3.8% |
| Q3 2018 | $13,182,000 | +5.2% | 113,798 | 0.0% | 0.26% | +0.4% |
| Q2 2018 | $12,533,000 | +0.7% | 113,798 | 0.0% | 0.26% | -1.5% |
| Q1 2018 | $12,443,000 | -4.3% | 113,798 | 0.0% | 0.27% | +2.7% |
| Q4 2017 | $13,000,000 | +5.9% | 113,798 | 0.0% | 0.26% | +1.2% |
| Q3 2017 | $12,280,000 | +2.8% | 113,798 | 0.0% | 0.26% | -5.1% |
| Q2 2017 | $11,944,000 | -2.0% | 113,798 | -2.8% | 0.27% | -6.2% |
| Q1 2017 | $12,187,000 | -0.3% | 117,133 | -2.8% | 0.29% | -2.7% |
| Q4 2016 | $12,219,000 | +6.0% | 120,528 | -0.7% | 0.30% | +3.1% |
| Q3 2016 | $11,525,000 | +0.0% | 121,367 | -2.2% | 0.29% | -1.4% |
| Q2 2016 | $11,523,000 | +3.3% | 124,037 | 0.0% | 0.29% | +0.3% |
| Q1 2016 | $11,155,000 | +7.9% | 124,037 | +6.2% | 0.29% | +3.2% |
| Q4 2015 | $10,343,000 | +5.4% | 116,827 | 0.0% | 0.28% | -1.7% |
| Q3 2015 | $9,817,000 | -14.7% | 116,827 | -6.4% | 0.29% | -7.7% |
| Q2 2015 | $11,508,000 | -10.3% | 124,804 | -9.9% | 0.31% | +16.4% |
| Q1 2015 | $12,828,000 | -1.6% | 138,589 | -0.3% | 0.27% | -0.7% |
| Q4 2014 | $13,031,000 | +1.8% | 138,963 | -2.2% | 0.27% | -0.7% |
| Q3 2014 | $12,802,000 | -0.4% | 142,136 | -0.1% | 0.27% | +1.1% |
| Q2 2014 | $12,847,000 | +0.5% | 142,300 | -3.3% | 0.27% | -2.9% |
| Q1 2014 | $12,784,000 | -2.5% | 147,113 | -4.1% | 0.28% | -3.5% |
| Q4 2013 | $13,116,000 | +8.7% | 153,470 | -0.3% | 0.29% | +1.8% |
| Q3 2013 | $12,061,000 | +0.1% | 153,993 | -3.1% | 0.28% | -2.8% |
| Q2 2013 | $12,043,000 | -3.8% | 158,940 | -6.3% | 0.29% | -7.3% |
| Q1 2013 | $12,525,000 | +10.5% | 169,717 | -0.6% | 0.31% | -2.8% |
| Q4 2012 | $11,335,000 | – | 170,738 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |