ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 524 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $618,000 | -6.5% | 4,809 | 0.0% | 0.04% | -7.1% |
| Q2 2022 | $661,000 | -11.7% | 4,809 | 0.0% | 0.04% | -17.6% |
| Q1 2022 | $749,000 | -0.5% | 4,809 | 0.0% | 0.05% | +4.1% |
| Q4 2021 | $753,000 | +7.7% | 4,809 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $699,000 | -1.5% | 4,809 | 0.0% | 0.05% | -3.9% |
| Q2 2021 | $710,000 | +4.6% | 4,809 | 0.0% | 0.05% | -5.6% |
| Q1 2021 | $679,000 | +10.2% | 4,809 | 0.0% | 0.05% | +5.9% |
| Q4 2020 | $616,000 | +13.9% | 4,809 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $541,000 | +16.8% | 4,809 | 0.0% | 0.05% | -12.1% |
| Q1 2020 | $463,000 | -30.5% | 4,809 | -6.1% | 0.06% | -18.3% |
| Q4 2019 | $666,000 | +9.2% | 5,123 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $610,000 | +2.2% | 5,123 | 0.0% | 0.07% | +1.4% |
| Q2 2019 | $597,000 | +3.3% | 5,123 | 0.0% | 0.07% | +1.4% |
| Q1 2019 | $578,000 | -2.2% | 5,123 | -12.3% | 0.07% | -6.8% |
| Q4 2018 | $591,000 | -0.3% | 5,841 | +14.0% | 0.07% | +10.4% |
| Q3 2018 | $593,000 | +1.4% | 5,123 | -3.5% | 0.07% | -21.2% |
| Q2 2018 | $585,000 | -9.2% | 5,309 | -9.9% | 0.08% | -13.3% |
| Q1 2018 | $644,000 | +6.3% | 5,890 | +10.9% | 0.10% | +8.9% |
| Q4 2017 | $606,000 | +2.2% | 5,309 | -3.3% | 0.09% | -3.2% |
| Q3 2017 | $593,000 | +2.8% | 5,493 | 0.0% | 0.09% | -1.1% |
| Q2 2017 | $577,000 | +1.1% | 5,493 | 0.0% | 0.09% | -2.1% |
| Q1 2017 | $571,000 | +2.5% | 5,493 | 0.0% | 0.10% | +1.1% |
| Q4 2016 | $557,000 | +6.7% | 5,493 | 0.0% | 0.10% | 0.0% |
| Q3 2016 | $522,000 | +8.5% | 5,493 | +6.1% | 0.10% | +10.5% |
| Q2 2016 | $481,000 | +3.2% | 5,179 | 0.0% | 0.09% | +3.6% |
| Q1 2016 | $466,000 | +1.7% | 5,179 | 0.0% | 0.08% | +7.8% |
| Q4 2015 | $458,000 | -22.4% | 5,179 | -26.3% | 0.08% | -26.0% |
| Q3 2015 | $590,000 | +23.4% | 7,024 | +35.6% | 0.10% | +33.3% |
| Q2 2015 | $478,000 | -0.2% | 5,179 | 0.0% | 0.08% | +14.7% |
| Q1 2015 | $479,000 | -1.4% | 5,179 | 0.0% | 0.07% | -2.9% |
| Q4 2014 | $486,000 | +4.3% | 5,179 | 0.0% | 0.07% | -1.4% |
| Q3 2014 | $466,000 | -10.7% | 5,179 | -10.5% | 0.07% | +18.3% |
| Q2 2014 | $522,000 | +2.4% | 5,786 | -1.3% | 0.06% | -3.2% |
| Q1 2014 | $510,000 | +46.6% | 5,865 | +44.2% | 0.06% | +29.2% |
| Q4 2013 | $348,000 | +3.0% | 4,068 | -5.7% | 0.05% | -14.3% |
| Q3 2013 | $338,000 | +3.4% | 4,314 | 0.0% | 0.06% | -3.4% |
| Q2 2013 | $327,000 | – | 4,314 | – | 0.06% | – |
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% |