ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 321 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.01 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $271,513 | -9.5% | 1,872 | -19.8% | 0.01% | -16.7% |
| Q3 2022 | $300,000 | -6.5% | 2,335 | -0.0% | 0.01% | 0.0% |
| Q2 2022 | $321,000 | -10.8% | 2,336 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $360,000 | -10.2% | 2,315 | -9.6% | 0.01% | 0.0% |
| Q4 2021 | $401,000 | +57.3% | 2,561 | +45.8% | 0.01% | +50.0% |
| Q3 2021 | $255,000 | +920.0% | 1,757 | +805.7% | 0.00% | +300.0% |
| Q4 2019 | $25,000 | +8.7% | 194 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | -82.3% | 194 | -82.6% | 0.00% | -75.0% |
| Q2 2019 | $130,000 | -94.4% | 1,113 | -94.6% | 0.00% | -94.6% |
| Q1 2019 | $2,322,000 | -20.2% | 20,592 | -28.4% | 0.07% | -27.5% |
| Q4 2018 | $2,909,000 | +3.2% | 28,763 | +18.1% | 0.10% | +15.9% |
| Q3 2018 | $2,820,000 | +27.8% | 24,346 | +21.6% | 0.09% | +25.7% |
| Q2 2018 | $2,206,000 | +9.5% | 20,027 | +8.7% | 0.07% | +7.7% |
| Q1 2018 | $2,014,000 | +6.6% | 18,418 | +11.4% | 0.06% | +3.2% |
| Q4 2017 | $1,889,000 | +6.0% | 16,536 | +0.2% | 0.06% | 0.0% |
| Q3 2017 | $1,782,000 | +25.0% | 16,510 | +21.6% | 0.06% | +16.7% |
| Q2 2017 | $1,426,000 | +14.9% | 13,582 | +13.8% | 0.05% | +5.9% |
| Q1 2017 | $1,241,000 | +6.6% | 11,930 | +3.9% | 0.05% | +4.1% |
| Q4 2016 | $1,164,000 | +106.0% | 11,480 | +93.1% | 0.05% | +104.2% |
| Q3 2016 | $565,000 | +10.8% | 5,946 | +8.4% | 0.02% | +9.1% |
| Q2 2016 | $510,000 | -95.8% | 5,484 | -95.9% | 0.02% | -95.7% |
| Q1 2016 | $12,070,000 | +344.4% | 134,214 | +337.5% | 0.52% | +338.1% |
| Q4 2015 | $2,716,000 | +827.0% | 30,676 | +780.5% | 0.12% | +807.7% |
| Q3 2015 | $293,000 | -98.2% | 3,484 | -98.0% | 0.01% | -97.9% |
| Q2 2015 | $16,221,000 | -0.6% | 175,913 | -0.3% | 0.63% | +1.6% |
| Q1 2015 | $16,326,000 | +1.4% | 176,387 | +2.8% | 0.62% | +0.7% |
| Q4 2014 | $16,095,000 | -24.5% | 171,646 | -27.5% | 0.61% | -24.5% |
| Q3 2014 | $21,318,000 | +1.6% | 236,678 | +1.8% | 0.81% | +4.1% |
| Q2 2014 | $20,981,000 | +24.3% | 232,396 | +19.6% | 0.78% | +19.7% |
| Q1 2014 | $16,879,000 | +14.0% | 194,239 | +12.1% | 0.65% | +14.0% |
| Q4 2013 | $14,811,000 | +23.0% | 173,310 | +12.7% | 0.57% | +17.5% |
| Q3 2013 | $12,044,000 | -10.3% | 153,783 | -13.2% | 0.49% | -13.8% |
| Q2 2013 | $13,423,000 | – | 177,148 | – | 0.56% | – |
Download | ||||||
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% |