ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,254,000 | 0.0% | 8,054 | +0.6% | 0.05% | +5.9% |
| Q4 2021 | $1,254,000 | +9.1% | 8,009 | +1.4% | 0.05% | +4.1% |
| Q3 2021 | $1,149,000 | -2.1% | 7,902 | -0.6% | 0.05% | -3.9% |
| Q2 2021 | $1,174,000 | +3.3% | 7,953 | -1.1% | 0.05% | -5.6% |
| Q1 2021 | $1,136,000 | +12.3% | 8,042 | +1.7% | 0.05% | +8.0% |
| Q4 2020 | $1,012,000 | +10.8% | 7,907 | -2.7% | 0.05% | -7.4% |
| Q3 2020 | $913,000 | +4.9% | 8,123 | +1.1% | 0.05% | -1.8% |
| Q2 2020 | $870,000 | -9.8% | 8,038 | -19.8% | 0.06% | -24.7% |
| Q1 2020 | $965,000 | -29.4% | 10,023 | -4.6% | 0.07% | -12.0% |
| Q4 2019 | $1,367,000 | +27.5% | 10,508 | +16.8% | 0.08% | +18.6% |
| Q3 2019 | $1,072,000 | +1.8% | 8,998 | -0.4% | 0.07% | 0.0% |
| Q2 2019 | $1,053,000 | +5.4% | 9,033 | +2.0% | 0.07% | +4.5% |
| Q1 2019 | $999,000 | +6.5% | 8,857 | -4.5% | 0.07% | -6.9% |
| Q4 2018 | $938,000 | -17.9% | 9,277 | -5.9% | 0.07% | -6.5% |
| Q3 2018 | $1,142,000 | +27.0% | 9,862 | +20.8% | 0.08% | +18.5% |
| Q2 2018 | $899,000 | +0.4% | 8,162 | -0.2% | 0.06% | -1.5% |
| Q1 2018 | $895,000 | -10.5% | 8,182 | -6.6% | 0.07% | -8.3% |
| Q4 2017 | $1,000,000 | +4.4% | 8,757 | -1.4% | 0.07% | 0.0% |
| Q3 2017 | $958,000 | -12.1% | 8,877 | -14.5% | 0.07% | -16.3% |
| Q2 2017 | $1,090,000 | -7.2% | 10,387 | -7.9% | 0.09% | -9.5% |
| Q1 2017 | $1,174,000 | +9.4% | 11,282 | +6.6% | 0.10% | +3.3% |
| Q4 2016 | $1,073,000 | +5.6% | 10,587 | -1.1% | 0.09% | +4.5% |
| Q3 2016 | $1,016,000 | +2.5% | 10,702 | +0.3% | 0.09% | -1.1% |
| Q2 2016 | $991,000 | +51.1% | 10,672 | +46.3% | 0.09% | +41.3% |
| Q1 2016 | $656,000 | -11.8% | 7,297 | -13.2% | 0.06% | -13.7% |
| Q4 2015 | $744,000 | +14.5% | 8,402 | +8.6% | 0.07% | +7.4% |
| Q3 2015 | $650,000 | -24.7% | 7,735 | -17.3% | 0.07% | -19.0% |
| Q2 2015 | $863,000 | -8.6% | 9,355 | -8.2% | 0.08% | -8.7% |
| Q1 2015 | $944,000 | -0.4% | 10,195 | +0.8% | 0.09% | -6.1% |
| Q4 2014 | $948,000 | +19.1% | 10,115 | +14.4% | 0.10% | +12.6% |
| Q3 2014 | $796,000 | +1.3% | 8,840 | +1.5% | 0.09% | -1.1% |
| Q2 2014 | $786,000 | +2.2% | 8,710 | -1.6% | 0.09% | -5.4% |
| Q1 2014 | $769,000 | – | 8,855 | – | 0.09% | – |
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% |