ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,451 | -4.6% | 1,719 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $277,086 | +6.2% | 1,719 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $260,875 | +104669.1% | 1,719 | 0.0% | 0.03% | +3.3% |
| Q4 2022 | $249 | -99.9% | 1,719 | 0.0% | 0.03% | +20.0% |
| Q3 2022 | $221,000 | -6.4% | 1,719 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $236,000 | -8.5% | 1,719 | +3.7% | 0.03% | -3.7% |
| Q1 2022 | $258,000 | -39.2% | 1,658 | -53.4% | 0.03% | -62.5% |
| Q3 2019 | $424,000 | +2.2% | 3,559 | 0.0% | 0.07% | -1.4% |
| Q2 2019 | $415,000 | +3.5% | 3,559 | 0.0% | 0.07% | -2.7% |
| Q1 2019 | $401,000 | +11.4% | 3,559 | 0.0% | 0.08% | +1.4% |
| Q4 2018 | $360,000 | -15.1% | 3,559 | -2.7% | 0.07% | -6.3% |
| Q3 2018 | $424,000 | +5.2% | 3,659 | 0.0% | 0.08% | +1.3% |
| Q2 2018 | $403,000 | +0.8% | 3,659 | 0.0% | 0.08% | -1.3% |
| Q1 2018 | $400,000 | -13.2% | 3,659 | -9.3% | 0.08% | -12.2% |
| Q4 2017 | $461,000 | +4.8% | 4,033 | -1.1% | 0.09% | 0.0% |
| Q3 2017 | $440,000 | +0.9% | 4,078 | -1.9% | 0.09% | -7.2% |
| Q2 2017 | $436,000 | +0.7% | 4,158 | 0.0% | 0.10% | +1.0% |
| Q1 2017 | $433,000 | +2.1% | 4,158 | -0.5% | 0.10% | -4.0% |
| Q4 2016 | $424,000 | -0.7% | 4,178 | -7.0% | 0.10% | -2.0% |
| Q3 2016 | $427,000 | +13.3% | 4,494 | +10.7% | 0.10% | +9.7% |
| Q2 2016 | $377,000 | +3.3% | 4,060 | 0.0% | 0.09% | +2.2% |
| Q1 2016 | $365,000 | +2.8% | 4,060 | +1.2% | 0.09% | +1.1% |
| Q4 2015 | $355,000 | +27.2% | 4,010 | +21.0% | 0.09% | +26.8% |
| Q3 2015 | $279,000 | -33.1% | 3,315 | -26.6% | 0.07% | -29.0% |
| Q2 2015 | $417,000 | -0.2% | 4,519 | 0.0% | 0.10% | -1.0% |
| Q1 2015 | $418,000 | -6.7% | 4,519 | -5.4% | 0.10% | -10.6% |
| Q4 2014 | $448,000 | +4.2% | 4,776 | 0.0% | 0.11% | -1.7% |
| Q3 2014 | $430,000 | -0.2% | 4,776 | 0.0% | 0.12% | +1.8% |
| Q2 2014 | $431,000 | +3.9% | 4,776 | 0.0% | 0.11% | -8.9% |
| Q1 2014 | $415,000 | +1.5% | 4,776 | -0.3% | 0.12% | +8.8% |
| Q4 2013 | $409,000 | +8.2% | 4,791 | -0.7% | 0.11% | -0.9% |
| Q3 2013 | $378,000 | – | 4,826 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |